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:
Background Requirements/Preferences:
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:
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