Company: LegacyBridge Financial Group
Location: Remote (Virtually) & On-Site Opportunities
Position Type: Independent Contractor / Full-Time or Part-Time
At LegacyBridge Financial Group, we believe financial security shouldn’t be a privilege—it should be a promise. As a Financial Synergist , you’ll play a unique role by connecting key financial services— tax preparation, insurance, estate planning, business loans, and consulting —to help individuals, families, and small businesses protect what matters today while building for tomorrow.
No prior experience is required. We provide full training, mentorship, and licensing support for qualified candidates who are motivated, coachable, and ready to grow.
Educate clients on financial solutions including taxes, insurance, and business services.
Develop personalized strategies that address both immediate needs and long-term goals.
Build and maintain strong client relationships with ongoing support.
Stay informed on industry trends, compliance requirements, and LegacyBridge programs.
Collaborate with team members to expand services within the community.
No prior financial services experience required—training provided.
Must be self-motivated, professional, and willing to learn.
Strong communication and interpersonal skills.
Ability to complete state licensing requirements (for insurance/tax services, where applicable).
Basic computer literacy and ability to work independently or in a team.
Full training program with step-by-step guidance.
Flexible schedule —work remote, in-office, or hybrid.
Growth opportunities including leadership and team-building roles.
Multiple income streams —earnings from services, residual income, and performance bonuses.
Opportunity to impact lives by making financial tools accessible to all.
TRAINING BEGINS OCTOBER 2025
LegacyBridge was founded with the mission to bridge the gap between everyday people and wealth-building strategies once reserved for the wealthy. Guided by our motto—“Protect What Matters, Build What’s Next”—we empower clients and professionals alike to create lasting legacies.
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