We are hiring!

Financial Planning

The Legacy team is growing! Looking to join an energetic, creative team who is disrupting the financial services industry? We are passionate about our mission to deliver unmatched results and unparalleled service to our clients.

If this is what you are looking for too, email us your resume and a short video telling us why you would be a great fit for this role!


We are searching for a motivated and competent individual to elevate our firm’s financial planning, consulting, and investment management services.


Financial Plan Development

Assist with building financial plans and the implementation of financial plan objectives

Create Planning Reports

Responsible for creating planning reports and the management of client data

Financial Plan Delivery

Create financial plan deliverables and documents to meet client goals

Compliance Management

Maintain and provide documentation and records to satisfy compliance requirements

Advisor Support

Prepare documentation and reports for client review meetings. Collaborate with Advisors on best practices.

Asset Management

Assist with trade requests, cash management and client portfolio rebalancing

Licenses & Credentials

Series 7 & 66 securities licenses required. Life and health insurance licenses beneficial. CFP, CPA, or other advanced credentials preferred.

Job Specifications

Position will be full-time, and located in our office in Franklin, TN. Our office hours are Monday thru Friday from 8:30 am – 5:00 pm.

Compensation & Benefits

Salary provided based upon experience and credentials. Additional bonus opportunities available. 401(k) provided with 3% employer match.