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Legacy Careers

Join Our Team

Legacy Financial Group is an independent Registered Investment AdviserTM, offering financial planning and wealth management to individuals and organizations. As an RIA®, we have a fiduciary duty to put the interests of our clients first, a duty that is ingrained into our organization. We take great pride in our freedom of thought when it comes to investment selection and investment philosophies, as well as financial planning techniques.

Our fast-growing firm consists of financial advisors, relationship managers, and operations staff, working in tandem to offer our clients quality experience and service. We specialize in offering complete holistic planning and investing and partner with top attorneys and tax professionals to deliver a tailored investment plan encompassing all three disciplines. Collaborating with these subject matter experts enables us to deliver a premier experience to our clients and their families. If you are interested in joining our team, please email your resume to

Benefits, included but not limited to:

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Paid Time Off
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Retirement Plan
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Health Insurance
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Life Insurance
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Flex Plan
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Bonus Plans

Open Positions

Certified Financial Planner

Currently, we are looking to add an experienced financial planner to our team. The candidate should be comfortable with a dynamic and purposeful environment. We also seek the highest quality candidates who can grow with the firm as it expands and grows. With significant assets under management, the company has put in place the systems and tools you would expect to help grow and manage the business but is still open to you and your ideas on making the client experience even better.

Duties and Responsibilities:

  • Provide financial advice based on a clear understanding of your fiduciary responsibility to place your clients’ interests ahead of your own.
  • Develop client relationships through regular client meetings and communications.
  • Complete planning updates and portfolio reviews. Collaborate with clients to arrive at agreed solutions and execute portfolio changes.
  • Support data gathering and preparing drafts of comprehensive financial plans including analyses requested by clients.
  • Demonstrate capability and expertise in engaging new clients.
  • Be creative, problem solve, and enjoy the work.
  • Ownership opportunities may exist for the right candidates.

Requirements at a Minimum:

  • Proficient in: eMoney
  • CFP®
  • Series 65 or the intent to take it
  • Client-focused approach with excellent listening and retention skills
  • A deep desire to grow in knowledge and experience
  • A love of providing clients with clear solutions

To perform this job an individual must be able to perform each duty and responsibility satisfactorily. The qualifications and requirements listed are representative of the knowledge, skills, abilities, and physical demands required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Compensation and Benefits:

  • Competitive pay structure commensurate with experience.
  • Firm sponsored medical, dental, disability and life insurance.
  • 401k Plan with an employer contribution.
  • Paid holidays and personal days.
  • Reimbursements for continuing education and other pertinent higher education programs (approved by management).
  • Complimentary investment management and financial planning services.
  • Company gatherings and events.

This job description does not necessarily list all the duties of the position. You may be asked to perform other duties. You will be evaluated, in part, based upon your performance of the responsibilities listed in this job description. Management has the right to revise this job description at any time. This job description is not a contract for employment, and neither you nor Legacy Financial Group may terminate their employment at any time, for any reason.

We offer competitive compensation and strong potential for career advancement. Work/life balance is a top priority and is supported through paid holidays, paid time off, and sick and personal time.

Ready to apply? Click below to email your resumé.