Legacy Advisors Jobs in United States

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

We are seeking an experienced and relationship-driven Financial Advisor with an entrepreneurial mindset who thrives in a sophisticated team-based environment. · Lead and grow relationships with UHNW families and business owners. · ...

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. · ...

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 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. · ...

A premier Wealth Management firm located in Plymouth Meeting is seeking an experienced Financial Advisor who thrives in a collaborative environment. The ideal candidate should have over 5 years of experience, strong communication skills, and a passion for client success. Responsi ...

This position is responsible for supporting the Portfolio Manager's daily tasks and managing/rebalancing client portfolios. The Portfolio Analyst will also provide support to the Portfolio Management team and Legacy's Client Advisors to further develop our portfolio management ca ...

The Wealth Planner will collaborate with internal partners and client teams to deliver holistic wealth planning strategies. · Working alongside Legacy's in-house legal expert, the Wealth Planner will review clients' existing business, estate and trust documents, · and coordinate ...

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. · ...

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 ...

We are seeking a highly organized and detail-oriented Temporary Administrative Assistant to support the Legacy Advisors' team. · Manage calendars and schedule all meetings efficiently. · Screen and manage mail and email communications. · ...

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