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 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, i...
Position Summary. 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 capabilities and asset allocation activities. You will play an integral part in helping our clients implement their investment planning strategies to ensu...
