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
Recognized coaching designations (e.g., ICF credentials)
Existing client base (minimum of 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 professional development
Use of Advisor Legacy’s coaching model, CRM (HubSpot), and professional tools
Marketing collaboration and coaching referrals

Not a Fit If You:

Are affiliated with multiple coaching brands
Prefer not 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