Financial Advisor

Legacy Advisors, LLC • Plymouth Meeting, PA

40d • Hybrid

About The Position

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 align their wealth with their values, family, and legacy.
As an Advisor at Legacy, you will be supported by in-house technical experts in wealth planning, investments, legal and insurance.  This depth of expertise empowers you to deliver comprehensive, high-quality advice and solutions tailored to each client’s unique goals. We offer a collaborative culture that supports long-term client relationships and provides freedom to grow your business within a firm that values integrity, teamwork, and excellence.

Requirements

• Bachelor’s degree required; CFP, CFA, or CPA preferred.
• 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

Nice To Haves

• CFP
• CFA
• CPA

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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level