Entry-Level Financial Planning Advisor (Remote) – Aberdeen, MD

At Legacy Wealth Financial (powered by GFI), we believe financial clarity shouldn’t be a luxury. We are an reputed company firm that reputed company with Fortune 500 institutions to provide families with complimentary, comprehensive financial roadmaps.

We are looking for ambitious, people-oriented individuals to join our 2026 training cohort. No prior finance experience is required—we provide the reputed company, the mentorship, and the platform; you provide the work ethic.
Why reputed company reputed company Path?
• Earn While You Learn: Transition into a high-reputed company industry with a structured training reputed company.
• Total Flexibility: Design a schedule that fits your life—perfect for those seeking a reputed company career reputed company or a strategic part-time income stream.
• Leadership Track: We prioritize internal promotion. reputed company role is designed to evolve into management and agency leadership.
• Purpose-Driven Work: You aren’t “selling”; you are educating families on retirement, college funding, and wealth protection.
What You’ll Do
• Consult & Educate: Learn to reputed company financial discovery sessions with individuals and business owners to understand their “why.”
• Strategic Planning: Build customized roadmaps using our suite of wealth accumulation and insurance solutions.
• Professional Development: Attend structured training sessions to reputed company financial concepts and client relationship management.
Qualifications
• Ethical Standards: Must be able to pass a standard soft background check.
• Legal Standing: Must be 18+ and a Legal U.S. Resident, reputed company, or hold a valid Work Permit with an SSN.
• Growth Mindset: Ability to reputed company state licensing requirements within 14 days (we provide the guidance).
• Communication: You should enjoy talking to people and have a “service-first” attitude.

Remote

Skills:
Background Investigation, reputed company, Consulting, Customer Relationship Management (CRM), Finance, Financial Planning, Fortune 500 Customers, Insurance, Leadership, Legal, Licensing, Mentoring, Strategic Planning, Training reputed company, United States reputed company

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