Great place to grow, glow, and still be present for family - Financial Advisor Legacy FA Employee Review

5.0
8 Jun 2025
Recommend
CEO approval
Business outlook

Pros

Working at Legacy FA has been a truly fulfilling experience—both professionally and personally. One of the biggest benefits of this role is the flexible working hours, which gives me the freedom to spend meaningful time with my family while building a purposeful career. As a parent, that flexibility is priceless. Legacy FA also places a strong emphasis on goal setting and personal development. Being part of this environment has helped me grow in confidence and clarity, and I'm proud to say it has contributed to my own “glow-up” journey—professionally and personally. The company culture is balanced and vibrant. Beyond our regular meetings and product trainings, we get to enjoy team bonding activities like BBQs, casual meetups, and company-wide events such as awards nights and overseas retreats. These experiences foster a sense of belonging and make work genuinely enjoyable. If you're looking for a career that offers growth, freedom, and meaningful connections, Legacy FA is a great place to be.

Cons

1. Self-discipline is key. Since the role offers so much flexibility, it also requires a high level of self-discipline and time management. It’s ideal for someone who is self-motivated and goal-driven. 2. No fixed salary structure. As with most advisory roles, compensation is performance-based. While this offers unlimited earning potential, it may feel uncertain for those who prefer a stable monthly income. 3. Learning curve at the start. The first few months (at least for me) can feel overwhelming with new product knowledge and compliance processes. However, the team and training support are there if you're willing to learn and ask. 4. Weekend or evening work sometimes needed. Some client meetings may fall outside typical working hours to accommodate their schedules, but that’s part of providing great service. 5. You get what you put in. Success here really depends on personal effort. There’s freedom, but no hand-holding—so you need to take ownership of your growth.

Explore other reviews about Legacy FA

1.0
9 Dec 2025
Recommend
CEO approval
Business outlook

Pros

No need to pay rental for office cubicle

Cons

Many claw back if you never read contract

1.0
27 Mar 2025
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Flexibility as an advisor to pursue the types of clients you want.

Cons

In my opinion, these are the following: Compliance is a headache. Admin staff are poorly trained and often ask stupid questions. Management is stuck in the past and practices a churning turnover culture. They will fire you once you have exhausted your warm contacts. They will force certain products down advisors' throats and in turn expects it to be forced onto clients. When you are no longer able to generate revenue, you will be "forced" to go. Politics here is more colorful than a circus clown. CEO loves to use scare and intimidation tactics and doesn't know how to speak like a human being. Like Donald Trump says, this CEO lacked common sense. He would resort to screaming and raising his voice to get his way. Highly unprofessional human being. There is nothing much to learn besides selling. A waste of time company if you are looking for longevity. Like the late Warren Buffet says, rat poison squared. If you value your time and life and have a book of clients, you might want to consider somewhere else. This company is a one trick pony. Commission structure is also average.

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