Experienced Financial Advisor

Posted Yesterday
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Allentown, NJ, USA
In-Office
Mid level
Financial Services
The Role
Build and grow a client-focused advisory practice: manage long-term client relationships, conduct comprehensive financial reviews, deliver personalized planning, pursue business development and referrals, mentor developing advisors, and participate in leadership and succession planning while leveraging firm marketing and support resources.
Summary Generated by Built In
Experienced Financial AdvisorBuild the Business You've Always Envisioned

Remote / Hybrid Opportunities Available

You've Built a Career. Now Build a Legacy.

The most successful financial advisors eventually want more than production.

They want greater autonomy.

They want enterprise value.

They want leadership opportunities.

They want a succession strategy.

They want a platform that supports growth instead of limiting it.

At One Legacy Financial Group, we provide experienced advisors with the support, flexibility, mentorship, and resources needed to build a thriving long-term business while helping clients pursue financial confidence.

Backed by the strength and stability of OneAmerica Financial, One Legacy offers the opportunity to grow your practice, expand your impact, and build a lasting legacy.

Why Experienced Advisors Join One Legacy

Many successful advisors make a change because they are looking for:

✅ Greater autonomy and flexibility

✅ A stronger platform for growth

✅ Marketing and business development support

✅ Leadership and team-building opportunities

✅ Long-term enterprise value

✅ Succession planning support

✅ A collaborative and entrepreneurial culture

✅ Access to proven systems and resources

Why One Legacy Is Different

At One Legacy, we believe advisors are more than producers.

They are business builders, leaders, mentors, and trusted professionals.

Our platform is designed to help advisors:

  • Grow their practice
  • Strengthen client relationships
  • Build referral networks
  • Develop centers of influence
  • Expand their professional impact
  • Create long-term business value
Compensation & Growth Philosophy

We believe advisors should be rewarded for the value they create.

Opportunities Include:
  • Uncapped earning potential
  • Performance-based compensation
  • Residual income opportunities
  • Bonus and recognition programs
  • Leadership advancement opportunities
  • Long-term business growth

Our focus is helping advisors build stronger businesses, deeper client relationships, and sustainable success.

Build a Business—Not Just a Book of Clients

At One Legacy, advisors are encouraged to:

  • Build referral partnerships
  • Develop community influence
  • Create enterprise value
  • Mentor future advisors
  • Build and lead teams
  • Establish a professional legacy

Whether your vision is growing an independent practice or leading a larger organization, we provide the support and resources to help you get there.

Leadership & Succession Opportunities

Many advisors spend years building successful practices but receive little support when it comes to long-term continuity.

At One Legacy, we help advisors think beyond next year's production goals.

Opportunities Include:
  • Team development
  • Leadership succession
  • Practice continuity planning
  • Mentorship opportunities
  • Business transition strategies
  • Multi-generational practice growth
What You'll DoClient Relationship Management
  • Develop and maintain long-term client relationships
  • Conduct comprehensive financial reviews
  • Deliver personalized planning strategies
  • Help clients pursue retirement, protection, and wealth accumulation goals
Business Development
  • Expand referral relationships
  • Develop centers of influence
  • Strengthen community presence
  • Participate in networking and business development activities
Leadership Development
  • Mentor developing advisors
  • Collaborate with experienced professionals
  • Participate in advanced leadership training
  • Contribute to long-term organizational growth
Benefits & Advisor SupportHealth & Financial Benefits
  • Health Insurance
  • Life Insurance
  • Disability Insurance
  • 401(k)
Professional Support
  • Paid Office Expense Support
  • Marketing Support
  • Business Development Resources
  • Continuing Education Opportunities
  • Advanced Planning Resources
Growth & Recognition
  • Leadership Development Programs
  • Recognition Programs
  • Bonus Opportunities
  • Incentive Opportunities
  • Professional Mentorship
Who Thrives at One Legacy?

Our most successful advisors are:

  • Entrepreneurial
  • Relationship-Focused
  • Growth-Oriented
  • Community-Minded
  • Self-Motivated
  • Coachable
  • Leadership-Driven
  • Passionate About Helping Others
Career Path

At One Legacy Financial Group, we believe in creating opportunities for long-term growth and leadership.

Experienced Financial Advisor

Senior Financial Advisor

Managing Partner

Regional Leadership

Executive Leadership Opportunities

About One Legacy Financial Group

One Legacy Financial Group helps individuals, families, and business owners pursue financial confidence while providing advisors with the mentorship, training, support, and opportunities needed to build successful careers and lasting businesses.

Backed by OneAmerica Financial, we combine entrepreneurial opportunity with the resources and stability of a respected financial institution.

Skills Required

  • Entrepreneurial mindset
  • Relationship-focused and client-centric approach
  • Growth-oriented business development skills
  • Community engagement and networking ability
  • Self-motivated and coachable
  • Leadership and mentorship capability
  • Ability to conduct comprehensive financial reviews and deliver personalized planning strategies
  • Experience in referral development and networking/business development activities
  • Passion for helping clients pursue retirement, protection, and wealth accumulation goals
Am I A Good Fit?
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The Company
0 Employees
Year Founded: 2017

What We Do

Wisepath Financial Group provides comprehensive estate planning and wealth management services to protect families' futures. They offer personalized strategies for retirement planning, funding, and long-term care, working with individuals and professional advisors to build strong financial foundations and secure lasting legacies for future generations.

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