Financial Advisor

Legacy Advisors, LLC; Plymouth Meeting (PA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Group Life and Disability Insurance

401(k) Plan

Paid Time Off (PTO)

FSAs and Dependent Care Accounts

401(k) Plan

Paid Time Off

Job summary

A prominent Wealth Management firm in Plymouth Meeting, PA is seeking an experienced Financial Advisor with a relationship-driven focus. The role requires strong experience and integrity, with responsibilities including managing relationships with ultra-high net-worth clients and collaborating with internal experts to provide comprehensive financial advice. The ideal candidate will thrive in a team-based environment and is expected to uphold the firm's core values of excellence and client-first service.

Qualifications

• 5+ years of experience in financial advisory services.
• High personal accountability and integrity.
• Strong network and relationship-driven approach.
• Commitment to integrity, teamwork and client service.

Responsibilities

• Lead and grow relationships with UHNW families and business owners.
• Facilitate strategic conversations integrating investment management and estate planning.
• Expand your network through relationship-building.
• Partner with internal experts for coordinated advice.
• Contribute to firm initiatives that drive growth and elevate client experience.

Skills

Relationship-building

Investment management

Estate planning

Strategic thinking

Accountability

Education

Bachelor’s degree

CFP, CFA, or CPA preferred

CFA

CPA

Job description

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:

• 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
• High personal accountability
• 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.

• Medical, Dental, and Vision Insurance
• Group Life, Short‑Term Disability, and Long‑Term Disability– provided atno costto the associate
• Voluntary Life and AD&D Insuranceoptions available
• Flexible Spending Accounts (FSA)andDependent Care Accounts
• 401(k) Plan
• Paid Time Off (PTO)
• A culture of professional growth, stability, and long‑term success