legacyharboradvisors.com
Legacy Harbor Advisors is seeking self-motivated 1099 independent contractors to serve as Sales Advisors for financial solutions. This remote role involves building client relationships, conducting virtual consultations, and guiding warm leads through the sales process without cold calling. Candidates will earn uncapped commissions while receiving comprehensive training in financial products and sales strategies.
Legacy Harbor Advisors is a Chicago-based financial advisory firm offering comprehensive wealth management, retirement planning, estate planning, and tax advisory services. They provide personalized financial strategies tailored to each client's goals and risk tolerance, operating under a fiduciary standard to prioritize clients' best interests. Their services cater to both individuals and business owners, including succession planning, business valuation, and financial risk management.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for legacyharboradvisors.com.
25% above the average for this role
Work From Home - Client Services Representative
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Work From Home - Client Services Representative
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Work From Home - Enrollment Specialist
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Work From Home - Enrollment Specialist
Coming Soon
Work From Home - Client Services Representative
Coming Soon
Work From Home - Enrollment Specialist
Coming Soon