Careers

Let us help you understand what’s involved in running a financial services practice through our career sampling process.

As an associate with Legacy Wealth Partners, the key component to your career is independence - financial and personal. You are an entrepreneur. You create your own destiny. That destiny begins with the first step. Forge ahead!

Being a member of the team, we offer a competitive benefit and *compensation plan. Just as you help your clients achieve financial success, we are here to help you.

Your specific compensation* is based on your particular product mix and production level. Compensation varies by product line. We competitively offer:

• Full match of annual Social Security & Medicare contributions
• Vested residual income
• Performance-based incentive compensation
• Allowances, bonuses, and awards

Do you ever wish you could try out a career before committing to it? Our career sampling process gives you the opportunity to understand what’s involved in running a financial services practice.

The program is designed to give you a clear understanding and exposure to the daily activities and experiences of a Financial Services Representative. You’ll get licensed, meet clients, and create proposals and recommendations.

Throughout this process, you will work closely with a mentor from a local agency who will help you determine if a career in financial services is the right fit for you.

The financial industry is rapidly growing and constantly changing and we are committed to ongoing training and personal development to keep you in the forefront. It takes endurance and it takes hard work to get to the top. Our superior management staff includes a Marketing Director, Benefits Specialist, Technical Specialist, Investment Specialists, Long term care and Disability specialist all who are willing to assist you in your adventure.

We know that in order to recruit and retain top talent, we need to offer an outstanding array of benefits. Benefits available to eligible* Financial Services Representatives include:

• Medical coverage plus Dental and Vision
• Life and Accidental Death and Dismemberment
• Short- & Long-Term Disability
• Health Spending Accounts (HSA)
• Total Retirement Savings Program ( 401(k) and non-qualified thrift plan )
• Top Producer Incentives
• Adoption Assistance

The first step of your journey begins with an extensive training program where experienced professionals walk you through every facet of the industry. The program creates the foundation you will need as an entrepreneur moving to the peak of the industry.

Being the best takes the best training. We take training seriously at Legacy Wealth Partners. Our three-year development program is a comprehensive program where we teach you selling techniques utilizing state of the art software programs. We also help you identify and develop your markets and teach you how to build strong relationships with your clients. Reviews are part of your curriculum as well; these reviews provide checkpoints and feedback, which are vital to the learning process.