Join Our Team
For advisors who would rather lead with the plan than the asset transfer.
We are building a planning firm of multiple advisors and a support team. If the pricing model below is the one you have wished for, we should talk.
Why here
A model that lets you do the actual work.
Most advisors leave the business not because they dislike planning, but because the job turned out to be asset gathering with planning attached. Pricing planning as its own service inverts that order. Your value to a client starts with the quality of the plan, and the investment relationship follows from it rather than paying for it.
You will still have insurance and annuity capability when a plan calls for it with the same disclosure standard we hold ourselves to on every case.
Transparent economics
A clear fee schedule, a clear revenue split, and no ambiguity about what you earn on a household.
Real planning technology
Institutional planning software across the whole firm, plus the CRM, workflow and compliance infrastructure to run cases properly.
Insurance capability
Independent multi-carrier access with case design support, held to the firm's written disclosure standard.
Support that scales with you
Operations, client service and paraplanning built out as the advisor bench grows so you are not doing your own data entry at year five.
Mentorship, both directions
Case consultation with the founder for newer advisors, and genuine input on firm direction for experienced ones.
Ground-floor equity in the story
Early advisors help define the standard everyone after them is hired against. That is not nothing.
Open roles
Who we are looking for.
Roles open as the client base grows. We would rather meet strong people early than fill a seat fast.
Financial Advisor
Own a book of planning clients end to end: discovery, plan build, delivery and ongoing reviews. Series 65 or equivalent, plus life and health licensure. Insurance and annuity experience welcome.
Associate Advisor / Paraplanner
Build plans behind the scenes, prepare meeting materials, run scenarios and handle implementation follow-through. The fastest path to a lead advisor seat in this firm.
Client Service Associate
The person clients call first. Onboarding, account paperwork, carrier follow-up, scheduling and keeping the CRM honest. Precision matters more than experience here.
Operations & Compliance
Workflow design, vendor management, disclosure tracking and audit readiness as the firm scales past a handful of advisors.
Apply
Tell us where you are in your career.
There is no formal application window. Send a note, and if there is a fit now or in six months, we will find the time to talk. Everything stays confidential.
Prefer email? Write directly to info@goldenlegacyadvisors.com and attach your resume.
Next step
Curious rather than ready?
Plenty of good conversations start eighteen months before a move. Reach out anyway.