What are the responsibilities and job description for the Wealth Management Associate position at Legacy Wealth Partners?
Overview
Legacy Wealth Partners is an independent wealth management firm built for growth—serving successful individuals, families, and business owners through a comprehensive approach that places protection at the core, complemented by wealth management and holistic financial planning. Our mission is to build a premier platform for high-performing financial professionals to do their best work, deliver exceptional client outcomes, and grow meaningful careers. Managing over $3 billion in assets and working alongside many of the region’s top advisors, we provide an entrepreneurial environment with the resources, infrastructure, and support to help you scale your impact as we execute on our 2030 growth objectives.
Backed by MassMutual
Legacy Wealth Partners is supported by MassMutual, one of the nation’s leading mutual financial services companies. This partnership provides the strength of a 170 year institution, access to advanced planning resources, and a broad platform of investment and insurance solutions.
- Strong financial strength ratings and long-term stability
- Mutual structure focused on client outcomes, not shareholders
- Access to integrated investment, insurance, and planning solutions
- National network of specialists in estate, tax, and business planning
- Entrepreneurial environment with institutional backing
This allows our advisors to deliver truly comprehensive advice while operating with independence and flexibility.
Position Summary
The Wealth Management Associate plays a key role in supporting the firm’s investment strategy and client experience. This position acts independently within established investment policy guidelines to develop, recommend, and execute investment programs designed to achieve client objectives. The role is heavily focused on portfolio construction, investment strategy, and ongoing portfolio oversight, while partnering closely with Wealth Advisors to support client relationships, business development, and firm growth.
Key Responsibilities
- Develop and maintain strong client relationships through proactive communication and high-quality service
- Serve as a subject matter expert on annuities and income-oriented investment strategies, including structure, pricing, and portfolio integration
- Collaborate with advisors to develop investment objectives and implement customized portfolio strategies
- Construct and manage portfolios in alignment with each client’s Investment Policy Statement (IPS)
- Participate in prospect meetings and contribute to the development of customized investment proposals
- Monitor portfolio performance and recommend adjustments based on market conditions and client objectives
- Stay current on market trends, economic developments, and investment opportunities
- Coordinate with internal team members and external professionals (CPAs, attorneys, etc.) to ensure alignment on client strategy
- Maintain compliance with firm policies, procedures, and regulatory requirements, including documentation and annual reviews
- Contribute to ongoing improvements in investment processes, portfolio construction, and firm-wide efficiencies
Qualifications
- Bachelor’s degree in Finance, Economics, Business, or related field
- 5–7 years of experience in portfolio management, investment analysis, or wealth management
- Demonstrated involvement in investment decision-making and portfolio construction
- FINRA Series 7 and 66 licenses required
- CFA or CIMA designation strongly preferred
- Florida insurance license or ability to obtain within 90 days of hire
- Position can be located in either Tampa or Orlando
Skills & Attributes
- Strong analytical and investment acumen
- Excellent communication and presentation skills
- Ability to explain complex investment strategies clearly and confidently
- High attention to detail and strong organizational skills
- Collaborative team player with a growth mindset
- Ability to manage multiple priorities in a fast-paced environment
Career Path & Growth Opportunity
- Direct exposure to high-net-worth client relationships and complex planning strategies
- Opportunity to evolve into a Lead Advisor, Investment Leader, or Portfolio Strategist role
- Participation in a growing platform with long-term leadership opportunities
- Ability to help shape the firm’s investment philosophy, process, and scalability
Why Join Legacy Wealth Partners
- Work alongside top advisors and a high-performing, growth-oriented team
- Exposure to sophisticated, high-net-worth client relationships
- Meaningful role in an entrepreneurial and expanding firm
- Backed by the strength and resources of MassMutual
- Clear path for professional development and advancement
- Collaborative culture focused on excellence, accountability, and client outcomes
How to Apply
If you are interested in learning more about this opportunity, please submit your resume along with a brief introduction outlining your experience and interest in the role.
We look forward to connecting with you.