Build a Career as a Financial Professional in the United States
If you are driven, coachable, and passionate about helping families, we offer a structured path to get trained and earn the licenses you need to become a financial professional in the U.S.
Why join us
Tommy Legacy is built on the belief that great careers start with great mentorship. We guide motivated individuals — step by step — through the training, study, and licensing process required to serve clients with confidence.
Ready to start your career in finance?
Book an introductory appointment and let's explore whether this path is right for you.
Apply NowYour path to becoming a financial professional
Apply & Intro Conversation
Submit your interest and book an introductory conversation so we can learn about your goals and answer your questions.
Structured Training
Receive guided training on financial concepts, products, and the U.S. licensing requirements you'll need to master.
License Exam Preparation
Get support and study resources to prepare for the required licensing exams in finance, insurance, and securities.
Mentorship & Launch
Once licensed, continue with hands-on mentorship as you begin building your own client relationships and career.
What you get
Real Mentorship
Learn directly from Tommy, who brings 25 years of professional and leadership experience in finance, banking, investment, and real estate, with additional guidance and support from a network of experienced and accomplished professionals.
Licensing Support
Clear, step-by-step guidance on the licenses required to work as a financial professional in the United States — including life insurance, securities, and other state-specific requirements — so you know exactly what to study and how to get started.
Practical Training
Build practical, hands-on skills in understanding client needs, explaining financial concepts in plain language, and developing lasting client relationships — the real-world abilities that turn knowledge into a trusted advisory practice.
Meaningful Career
Help families protect, grow, and transfer wealth across generations while building your own legacy — a career where your success grows alongside the families and communities you serve.
Ready to start your career in finance?
Book an introductory appointment and let's explore whether this path is right for you.
Apply NowLicensing requirements vary by state and role. This page describes a training and mentorship opportunity, not a guarantee of employment or licensure.