Financial Services Representative

Posted yesterday

legends leadershipDallas (TX)
Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Mid

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About the role

Legends Leadership LLC is a financial services firm focused on helping individuals and families build, protect, and grow their wealth through education and strategic planning. This role plays a key part in our mission by working directly with clients to improve financial literacy, create customized plans, and deliver solutions that support long-term financial stability.As a Financial Representative, you will meet with clients to understand their goals, guide them through areas such as income protection, debt management, retirement planning, and legacy building, and help them take actionable steps toward a stronger financial future. You'll also have the opportunity to build your own client base and, for those interested, grow into leadership by mentoring and developing a team.This is a performance-based opportunity that fits individuals who are motivated, coachable, and looking to build a long-term income and skillset. Not just earn a paycheck. With flexible scheduling, ongoing training, and a clear path for advancement, this role is ideal for those who want more control over their time, income, and personal growth while making a meaningful impact in their community.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

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