Position Summary. This position is responsible for collaborating between high-net-worth clients, their trusted advisors and the Legacy team, in order to facilitate and deliver a superior client experience. As a Client Coordinator, you will be managing the new client onboarding process and maintaining ongoing client service, which will include providing or obtaining updated information, coordinating meetings with preferred staff, and troubleshooti...
Position Summary. The Insurance Case Design Specialist is responsible for developing and designing life insurance product solutions to meet our clients’ unique needs. This includes preparing financial analysis, utilizing carrier illustration software, and analyzing insurance contracts. Additional duties include product comparisons, working with advanced concepts and designing client presentations. In this position, much of the analysis incorpora...
Position Summary. We are looking for a part-time Driver to transport our Legacy Associates in a comfortable, safe and timely manner throughout the tri-state area. Driver responsibilities include arranging regular cleaning and maintenance services for the vehicle, planning each route based on road and traffic conditions. Ensuring the Legacy Associates arrive on time is a requirement and is expected to ensure overall customer satisfaction. To be ...
About Our Firm. Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. We are a well-established and growing RIA with expertise in investment and wealth planning for ultra-high-net-worth ($25M ) individuals and business owners. As an independent, fee-based firm, we are committed to helping our clients achieve peace of mind by serving them with the highest level of integrity and ensuring that their business...
