Careers | Advisor Legacy

What You Gain

Brand Affiliation: Align with an award-winning firm committed to legacy and relationships.
Team Collaboration: Join a community of expert coaches sharing best practices and ongoing development.
Growth Opportunities: Gain new coaching leads, marketing support, and access to a full suite of services.
Thought Leadership: Participate in webinars, white papers, events, and more.
Succession Support: Build equity in your practice with long-term succession planning.

What We’re Looking For

Experienced coaches (5+ years) with a background in financial services
Coaching designations (e.g., ICF credentials)
Active client base (min. 5 clients preferred)
Strong alignment with our vision, values, and team culture
Willingness to follow our proven processes, contribute to team collaboration, and grow with us long-term

Committed

Coachable

Emotionally Intelligent

Growth-Oriented

Team-Focused

Full-Time

What to Expect

90-Day Discovery Phase
Formal onboarding and team integration
Ongoing team meetings, training, and development
Use of Advisor Legacy’s coaching model, CRM (HubSpot), and tools
Marketing collaboration and coach referrals

Not a Fit If You:

Are affiliated with multiple coaching brands
Aren’t willing to follow a consistent process
Want to operate independently of our team and culture

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Ready to Coach with Purpose?

Join us and expand your impact in the financial advisory world. Together, we’ll build lasting legacies—for advisors and for you.

Book A Call