Legacy Advisors · 1 day ago
Associate Client Advisor
Plymouth Meeting, PA
Full-time
Hybrid
New Grad, Entry Level
0+ years expLegacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA, serving ultra-high net-worth individuals and families. The Associate Client Advisor (ACA) role is designed for recent graduates to support Client Advisors by preparing meeting materials and organizing financial data.
AdviceConsultingFinancial Services
Responsibilities
Prepare comprehensive meeting materials, including financial reports, cash flows, investment summaries, insurance deliverables, and planning documents
Build and update financial models such as budgets, liquidity analyses, and balance sheet proformas
Coordinate with Client Coordinators to manage pre-meeting workflows and ensure timely completion of tasks
Provide accurate, well-organized data to Wealth Planning and Investment teams to support deeper strategic analysis
Create new slide content for client presentations, incorporating advisor-specific preferences and firm standards
Identify required insurance summaries or analyses and initiate requests to the Insurance team when needed
Maintain consistent documentation, version control, and quality standards across client deliverables
Qualification
Required
Bachelor's degree
Entrepreneurial drive and a desire to grow into an advisory role
Effective communication skills- clear, profession, and collaborative
High personal accountability with strong attention to detail and follow-through
Commitment to Legacy's Core Values of Client First, Work Hard, Excellence, Positive Attitude, Respect, Always Do the Right Thing
Preferred
0-2 years of experience, preferably in the financial services, banking, accounting or other related fields
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
Legacy Advisors is a financial services company that offers lifetime planning, investment, philanthropic, and retirement planning services.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jane Evans
Chief Operating Officer
Matthew Sgro
Director of Finance & Chief Compliance Officer
Company data provided by crunchbase