Legacy Advisors Jobs in United States

We are seeking an experienced and relationship-driven Financial Advisor with an entrepreneurial mindset who thrives in a sophisticated team-based environment. · The ideal candidate is an accomplished professional with a strong network and a genuine passion for helping clients ali ...

The Wealth Planner will collaborate with internal partners and client teams to deliver holistic wealth planning strategies and advice. This role involves preparing analyses for client meetings and addressing all aspects of a client's financial plan. · This position offers an exce ...

The Associate Client Advisor (ACA) supports Client Advisors by preparing meeting materials, · organizing financial data, · and coordinating workflows across the advisory team.Prepare comprehensive meeting materials. · ,Cordinate with Client Coordinators to manage pre-meeting work ...

The Wealth Planner will collaborate with internal partners and client teams to deliver holistic wealth planning strategies and advice.This role involves preparing analyses for client meetings and addressing all aspects of a client's financial plan. · ...

We are seeking a highly organized and detail-oriented Temporary Administrative Assistant to support the Legacy Advisors' team.This role is ideal for a proactive professional who excels in calendar management, meeting coordination, travel arrangements, and communication support. · ...

· Position Summary: The Associate Client Advisor (ACA) is a role designed for recent graduates or early-career professionals seeking a career in wealth management and financial planning. ACAs support Client Advisors by preparing meeting materials, organizing financial data, and ...

Position Summary: · The Wealth Planner, as part of the Wealth Planning team, will collaborate with internal partners and client teams to deliver holistic wealth planning strategies and advice. This role involves preparing analyses for client meetings and addressing all aspects of ...

This position is responsible for building, analyzing, and managing/rebalancing client portfolios as well conducting manager due diligence and monitoring investment manager performance. · Portfolio implementation and rebalancing · Ongoing portfolio monitoring · ...

The Associate Client Advisor (ACA) supports Client Advisors by preparing meeting materials, organizing financial data, and coordinating workflows across the advisory team. · Prepare comprehensive meeting materials. · Build and update financial models. · ...

This position is responsible for building, analyzing, and managing client portfolios as well as conducting manager due diligence and monitoring investment manager performance. · ...

· Position Summary: The Wealth Planner, as part of the Wealth Planning team, will collaborate with internal partners and client teams to deliver holistic wealth planning strategies and advice. This role involves preparing analyses for client meetings and addressing all aspects o ...

· Position Summary: This position is responsible for building, analyzing, and managing/rebalancing client portfolios as well conducting manager due diligence and monitoring investment manager performance. The PM/IS will also provide support to the Chief Investment Strategist (CI ...

· Position Summary: We are seeking an experienced and relationship-driven Financial Advisor with an entrepreneurial mindset who thrives in a sophisticated, team-based environment. The ideal candidate is an accomplished professional with a strong network and a genuine passion for ...

This role provides exposure to investments, planning, tax awareness and insurance. · ...