Experienced Financial Advisor

Experienced Financial Advisor

Build the Business You've Always Envisioned

Remote / Hybrid Opportunities Available

You've Built a Career. Now Build a Legacy.

The most successful financial advisors eventually want more than production.

They want greater autonomy.

They want enterprise value.

They want leadership opportunities.

They want a succession strategy.

They want a platform that supports growth instead of limiting it.

At One Legacy Financial Group , we provide experienced advisors with the support, flexibility, mentorship, and resources needed to build a thriving long-term business while helping clients pursue financial confidence.

Backed by the strength and stability of OneAmerica Financial , One Legacy offers the opportunity to grow your practice, expand your impact, and build a lasting legacy.

Why Experienced Advisors Join One Legacy

Many successful advisors make a change because they are looking for:

✅ Greater autonomy and flexibility

✅ A stronger platform for growth

✅ Marketing and business development support

✅ Leadership and team-building opportunities

✅ Long-term enterprise value

✅ Succession planning support

✅ A collaborative and entrepreneurial culture

✅ Access to proven systems and resources

Why One Legacy Is Different

At One Legacy, we believe advisors are more than producers.

They are business builders, leaders, mentors, and trusted professionals.

Our platform is designed to help advisors:

• Grow their practice
• Strengthen client relationships
• Build referral networks
• Develop centers of influence
• Expand their professional impact
• Create long-term business value

Compensation & Growth Philosophy

We believe advisors should be rewarded for the value they create.

Opportunities Include:

• Uncapped earning potential
• Performance-based compensation
• Residual income opportunities
• Bonus and recognition programs
• Leadership advancement opportunities
• Long-term business growth

Our focus is helping advisors build stronger businesses, deeper client relationships, and sustainable success.

Build a Business—Not Just a Book of Clients

At One Legacy, advisors are encouraged to:

• Build referral partnerships
• Develop community influence
• Create enterprise value
• Mentor future advisors
• Build and lead teams
• Establish a professional legacy

Whether your vision is growing an independent practice or leading a larger organization, we provide the support and resources to help you get there.

Leadership & Succession Opportunities

Many advisors spend years building successful practices but receive little support when it comes to long-term continuity.

At One Legacy, we help advisors think beyond next year's production goals.

Opportunities Include:

• Team development
• Leadership succession
• Practice continuity planning
• Mentorship opportunities
• Business transition strategies
• Multi-generational practice growth

What You'll Do

Client Relationship Management

• Develop and maintain long-term client relationships
• Conduct comprehensive financial reviews
• Deliver personalized planning strategies
• Help clients pursue retirement, protection, and wealth accumulation goals

Business Development

• Expand referral relationships
• Develop centers of influence
• Strengthen community presence
• Participate in networking and business development activities

Leadership Development

• Mentor developing advisors
• Collaborate with experienced professionals
• Participate in advanced leadership training
• Contribute to long-term organizational growth

Benefits & Advisor Support

Health & Financial Benefits

• Health Insurance
• Life Insurance
• Disability Insurance
• 401(k)

Professional Support

• Paid Office Expense Support
• Marketing Support
• Business Development Resources
• Continuing Education Opportunities
• Advanced Planning Resources

Growth & Recognition

• Leadership Development Programs
• Recognition Programs
• Bonus Opportunities
• Incentive Opportunities
• Professional Mentorship

Who Thrives at One Legacy?

Our most successful advisors are:

• Entrepreneurial
• Relationship-Focused
• Growth-Oriented
• Community-Minded
• Self-Motivated
• Coachable
• Leadership-Driven
• Passionate About Helping Others

Career Path

At One Legacy Financial Group, we believe in creating opportunities for long-term growth and leadership.

Experienced Financial Advisor
↓
Senior Financial Advisor
↓
Managing Partner
↓
Regional Leadership
↓
Executive Leadership Opportunities

About One Legacy Financial Group

One Legacy Financial Group helps individuals, families, and business owners pursue financial confidence while providing advisors with the mentorship, training, support, and opportunities needed to build successful careers and lasting businesses.

Backed by OneAmerica Financial, we combine entrepreneurial opportunity with the resources and stability of a respected financial institution.

We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.