Associate Client Advisor - Path to Wealth Management

Legacy Advisors; Plymouth Meeting (PA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401(k) Plan

Paid Time Off (PTO)

Job summary

A premier Wealth Management firm in Plymouth Meeting, PA is looking for an Associate Client Advisor to support Client Advisors by preparing materials, organizing financial data, and managing workflows. The ideal candidate will have a Bachelor's degree and 0-2 years of experience in financial services. This role offers growth potential into an advisory position, exposure to investments, and a commitment to the company's core values. Competitive benefits include medical, dental, 401(k) plan, and a culture of professional growth.

Qualifications

• 0-2 years of experience, preferably in financial services or related fields.
• High personal accountability and strong follow-through.

Responsibilities

• Prepare comprehensive meeting materials including financial reports.
• Build and update financial models such as budgets.
• Coordinate with Client Coordinators to manage pre-meeting workflows.
• Provide well-organized data to support strategic analysis.
• Create new slide content for client presentations.

Skills

Effective communication skills

Attention to detail

Collaborative mindset

Entrepreneurial drive

Education

Bachelor’s degree

Job description

A premier Wealth Management firm in Plymouth Meeting, PA is looking for an Associate Client Advisor to support Client Advisors by preparing materials, organizing financial data, and managing workflows. The ideal candidate will have a Bachelor's degree and 0-2 years of experience in financial services. This role offers growth potential into an advisory position, exposure to investments, and a commitment to the company's core values. Competitive benefits include medical, dental, 401(k) plan, and a culture of professional growth.