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Associate Client Advisor

Legacy Advisors
  • Pennsylvania
    30+ days ago

    Job Description

    Position Summary: The Associate Client Advisor (ACA) is a role designed for recent graduates or early-career professionals seeking a career in wealth management and financial planning. ACAs support Client Advisors by preparing meeting materials, organizing financial data, and coordinating workflows across the advisory team. This role provides exposure to investments, planning, tax awareness, and insurance, offering a clear development path toward becoming a valuable member of the client service team.
     
    Position Responsibilities:
    • Prepare comprehensive meeting materials, including financial reports, cash flows, investment summaries, insurance deliverables, and planning documents.
    • Build and update financial models such as budgets, liquidity analyses, and balance sheet proformas.
    • Coordinate with Client Coordinators to manage pre-meeting workflows and ensure timely completion of tasks.
    • Provide accurate, well-organized data to Wealth Planning and Investment teams to support deeper strategic analysis.
    • Create new slide content for client presentations, incorporating advisor-specific preferences and firm standards.
    • Identify required insurance summaries or analyses and initiate requests to the Insurance team when needed.
    • Maintain consistent documentation, version control, and quality standards across client deliverables.
    Background Requirements/Preferences:
    • Required Bachelor’s degree
    •  0-2 years of experience, preferably in the financial services, banking, accounting or other related fields.
    • Entrepreneurial drive and a desire to grow into an advisory role.
    • Effective communication skills- clear, profession, and collaborative.
    • High personal accountability with strong attention to detail and follow-through.
    • Commitment to Legacy’s Core Values of…
      • Client First
      • Work Hard
      • Excellence
      • Positive Attitude
      • Respect
      • Always Do the Right Thing
     
    About Our Firm: Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. As a leading Registered Investment Advisor (RIA), we serve ultra-high net-worth individuals, families and business owners with complex financial lives and significant assets. Our clients rely on us for integrated wealth, investment and estate planning and we take pride in delivering clarity, confidence, and continuity across generations.
     
    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
    #LI-Hybrid
     

    Numbers & Facts

    LocationPennsylvania
    Websitehttps://legacyadvice.com

    Skills

    • Accidental Death and Dismemberment (AD&D)unmatched
    • Accountingunmatched
    • Analysis Skillsunmatched
    • Balance Sheetunmatched
    • Banking Servicesunmatched
    • Budgetingunmatched
    • Cash Flowunmatched
    • Communication Skillsunmatched
    • Content Developmentunmatched
    • Customer Support/Serviceunmatched
    • Dental Insuranceunmatched
    • Detail Orientedunmatched
    • Documentationunmatched
    • Entrepreneurshipunmatched
    • Estate Planningunmatched
    • Financial Modelingunmatched
    • Financial Planningunmatched
    • Financial Reportingunmatched
    • Financial Servicesunmatched
    • Follow Throughunmatched
    • High Net Worthunmatched
    • Insuranceunmatched
    • Liquidityunmatched
    • Organizational Skillsunmatched
    • Quality Metricsunmatched
    • Registered Investment Advisor (RIA)unmatched
    • Sales Presentationunmatched
    • Source Code/Configuration Management (SCM)unmatched
    • Strategic Analysisunmatched
    • Tax Planningunmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • Vision Planunmatched
    • Wealth Managementunmatched

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