Financial Advisor jobs in United States
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Legacy Advisors · 2 hours ago

Financial Advisor

positionPlymouth Meeting, PA
timeFull-time
remoteOnsite
senioritySenior Level
date5+ years exp

Legacy Advisors is a premier Wealth Management firm seeking an experienced Financial Advisor with a strong network and a passion for helping clients align their wealth with their values. The role involves leading relationships with ultra-high net-worth families, facilitating strategic conversations, and collaborating with internal experts to deliver tailored advice.

AdviceConsultingFinancial Services
Hiring Manager
Mary Huntowski, SHRM-CP
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Responsibilities

Lead and grow relationships with UHNW families and business owners
Facilitate strategic conversations integrating investment management, estate planning, and business continuity
Expand your network and generate new opportunities through authentic relationship-building and professional partnerships
Partner with Legacy’s internal experts to deliver comprehensive, coordinated advice
Contribute to firmwide initiatives that drive growth and elevate client experience

Qualification

CFPCFACPAEntrepreneurial driveHigh personal accountabilityEffective communication

Required

Bachelor's degree required
5+ years of experience
Entrepreneurial drive
Effective communication skills
High personal accountability
Commitment to Legacy's Core Values of Client First, Work Hard, Excellence, Positive Attitude, Respect, Always Do the Right Thing

Preferred

CFP
CFA
CPA

Benefits

Medical, Dental, and Vision Insurance
Group Life, Short-Term Disability, and Long-Term Disability – provided at no cost to the associate
Voluntary Life and AD&D Insurance options available
Flexible Spending Accounts (FSA) and Dependent Care Accounts
401(k) Plan
Paid Time Off (PTO)
A culture of professional growth, stability, and long-term success

Company

Legacy Advisors

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Legacy Advisors is a financial services company that offers lifetime planning, investment, philanthropic, and retirement planning services.
dateFounded in 2002
location
Plymouth Meeting, Pennsylvania, USA
people-size11-50 employees
web-link
https://legacyadvice.com

Funding

Current Stage
Early Stage

Leadership Team

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Jane Evans
Chief Operating Officer
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Matthew Sgro
Director of Finance & Chief Compliance Officer
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Company data provided by crunchbase