Associate-Level Financial Planning Specialist (Remote)

Our Mission at Legacy Wealth Financial

At Legacy Wealth Financial (powered by GFI) , we operate under the core belief that financial clarity is a right, not a luxury. As an education-first firm, we collaborate with Fortune 500 institutions to provide families with comprehensive, complimentary financial roadmaps that secure their futures.

We are currently expanding our 2026 training cohort and are seeking ambitious, people-oriented professionals to join us. No prior experience in finance is required to apply; we provide the complete blueprint, dedicated mentorship, and the professional platform—you simply provide the work ethic and the drive to succeed.

The Advantages of This Role

• Earn While You Learn: We offer a structured training program designed to help you transition into a high-demand industry without losing income.
• Complete Schedule Flexibility: You have the power to design a schedule that aligns with your life. This is a perfect fit whether you are looking for a total career change or a strategic part-time income stream.
• Accelerated Leadership Track: We are committed to internal growth. This role is specifically designed to evolve into management and agency leadership positions.
• Work with Purpose: This is not a "sales" role; your primary objective is educating families on essential topics like retirement planning, college funding, and wealth protection.

Your Responsibilities

• Consultation & Education: You will be trained to conduct financial discovery sessions with individuals and business owners to help them identify and understand their financial "why."
• Strategic Financial Planning: You will build customized financial roadmaps using our robust suite of insurance solutions and wealth accumulation tools.
• Professional Growth: You will participate in structured development sessions to master both financial concepts and the art of client relationship management.

Candidate Qualifications

• Integrity: All candidates must be able to pass a standard soft background check to meet our ethical standards.
• Legal Status: You must be 18 years of age or older and be a Legal U.S. Resident, Citizen, or hold a valid Work Permit with a Social Security Number.
• Growth Mindset: You must have the ability and willingness to complete state licensing requirements within 14 days (full guidance and support are provided by our team).
• Interpersonal Skills: You should genuinely enjoy engaging with people and possess a "service-first" communication style.