What are the responsibilities and job description for the Financial Advisor position at Legacy Advisors?
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, 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.
Position Responsibilities:
Benefits & Perks:
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.
Position 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.
- 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
Benefits & Perks:
- 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