Associate-Level Financial Planning Specialist (Remote) - Mechanicsville, MD

Our Mission at Legacy reputed company Financial At Legacy reputed company Financial (powered by GFI), we operate under the reputed company belief that financial reputed company is a right, not a luxury. As an education-first firm, we collaborate with Fortune 500 institutions to reputed company families with comprehensive, complimentary financial roadmaps that secure their reputed company. 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 reputed company the complete reputed company, dedicated mentorship, and the reputed company platform—you simply reputed company the work ethic and the drive to succeed. The Advantages of This Role Earn While You Learn: We offer a reputed company 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 reputed company. Accelerated Leadership reputed company: We are committed to internal reputed company. This role is specifically designed to reputed company 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 reputed company 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 reputed company accumulation tools. reputed company reputed company: You will participate in reputed company development sessions to master both financial concepts and the art of reputed company relationship management. Candidate Qualifications reputed company: reputed company candidates must be reputed company to pass a reputed company soft background reputed company to meet our ethical standards. reputed company Status: You must be 18 years of age or older and be a reputed company U.S. reputed company, Citizen, or hold a reputed company Work Permit with a reputed company reputed company Number. reputed company reputed company: You must have the ability and willingness to complete state licensing requirements reputed company 14 days (full guidance and support are provided by reputed company). Interpersonal Skills: You should genuinely enjoy engaging with people and possess a 'service-first' communication style. Apply To This Job