UHNW Wealth Advisor & Relationship Architect

Legacy Advisors; Harmonville (PA); On-site; USD 150,000 - 210,000; Full time

Job summary

Legacy Advisors, LLC seeks a seasoned Financial Advisor to lead strategic client conversations and expand a trusted advisor network. You will work with ultra-high-net-worth families and business owners to align wealth, estate and tax planning with long-term goals.

You will leverage in-house expertise across wealth planning, investments, and client service, owning relationships and pursuing growth while delivering exceptional client experiences.

Qualifications

• Bachelor's degree required; CFP, CFA, or CPA preferred.
• Five or more years of relevant financial-advisory experience.
• Demonstrated success building trusted client and professional-partner relationships.
• Strong communication and presentation skills.
• Entrepreneurial drive, sound judgment and accountability.

Responsibilities

• Lead strategic client conversations with ultra-high-net-worth families and business owners.
• Grow a trusted network of professional partners to create new opportunities.
• Facilitate conversations spanning investment management, estate and tax planning.
• Develop deep understanding of each client’s financial picture and objectives.
• Collaborate with Senior Advisors and experts on complex cases.
• Direct coordinated strategy and implementation across partners.
• Review planning materials and client communications for quality.
• Contribute ideas to firm-wide growth and client experience initiatives.

Skills

Relationship-building

Business development

Communication skills

Presentation skills

Education

Bachelor’s degree

Job description

Legacy Advisors, LLC seeks a seasoned Financial Advisor to lead strategic client conversations and expand a trusted advisor network. You will work with ultra-high-net-worth families and business owners to align wealth, estate and tax planning with long-term goals.

You will leverage in-house expertise across wealth planning, investments, and client service, owning relationships and pursuing growth while delivering exceptional client experiences.