Legacy Advisors · 1 day ago
Wealth Planner
Philadelphia, PA
Full-time
Onsite
Mid Level
3+ years expLegacy Advisors is a premier Wealth Management firm headquartered in Plymouth Meeting, PA, specializing in investment and wealth planning for ultra-high-net-worth individuals and business owners. The Wealth Planner will collaborate with internal partners and client teams to deliver holistic wealth planning strategies, prepare analyses for client meetings, and address all aspects of a client’s financial plan.
AdviceConsultingFinancial Services
Responsibilities
Understand internal case design process and determine the best implementation practice for each client objective
Provide technical guidance and add value on matters related to individual, business, and fiduciary accounting
Employ income tax expertise to incorporate investment portfolio planning with holistic wealth planning
Enhance and generate client deliverables, such as estate flow charts, document provision outlines, and other analyses or illustrations related to wealth planning techniques
Analyze client documents including trusts, wills, powers of attorney, business organizational and governance documents, and tax returns
Closely collaborate with clients’ outside accountants, attorneys and other trusted advisors
Possess an in-depth knowledge of processes occurring in the field and proactively recommend potential changes to policy and/or processes as may affect holistic planning matters
Provide subject matter expertise and mentoring to Legacy team on individual, business, and fiduciary accounting matters
Qualification
Required
Bachelor's degree in Finance or Accounting
3-5 years of experience in financial planning
A high degree of organization, accuracy and attention to detail
Excellent interpersonal skills and an ability to work in a collaborative environment
Strong written and verbal communication skills
Self-starter, ability to take initiative
Ability to work successfully in an entrepreneurial environment
Ability to work with interactive software to support daily functions
Preferred
CFP or CPA preferred
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