Join Our Team

We are looking for experienced financial advisors to join our team. Lincoln Financial Advisors offers competitive payouts; however the most compelling reason to join Iron Legacy Wealth Advisors is the ability to continue to develop as an entrepreneur while working in a team environment with resources that only a team can provide.

The other advantage of operating a practice in a team environment is the ability to develop a built-in succession plan for later career advisors that will allow them to get greater multiples on their book as well as an opportunity for earlier career advisors to be able to participate in the succession plan of their later career peers.

We have spent years systemizing processes for administration, business processing and marketing. These systems were built with the ability to scale in mind. Some of the benefits of Iron Legacy Wealth Advisors are as follows:

CRM system customized to the practice
Marketing system in place for social media: Facebook, LinkedIn, Twitter
Email marketing systems integrated with CRM data base
Systematic quarterly client seminars
Established formal marketing agreements with Centers of Influence
Established protocols and trained staff for client on-boarding and business processing
Team leadership with, CFP®, CRPC®, AIF®, CBEC® designations
Specialty in business succession planning
In addition to state-of-the-art systems in place for practice management, we have a wealth of experience on the team who have expertise in qualified plans, business succession planning, and wealth management as well as business processing and compliance. It is difficult to be “all things to all people”; working in a team environment allows advisors to expand the services offered to the clients and to help achieve a world class “client experience”