UHNW Wealth Advisor & Strategic Growth Leader

Legacy Advisors, LLC; Harmonville (PA); Vor Ort; USD 90.000 - 140.000; Vollzeit

Zusammenfassung

Legacy Advisors, LLC is seeking an accomplished Financial Advisor to lead strategic client conversations, grow a trusted network of professional partners, and help families make informed decisions about their financial futures. You will have the freedom to expand your business with deep in-house expertise across wealth planning, investments, legal, insurance, and client service.

You are a persuasive, energetic relationship-builder who seeks ownership, visibility, and the resources to deliver

Qualifikationen

• Bachelor's degree required; CFP, CFA, or CPA preferred.
• Five or more years of relevant financial-advisory, wealth-management, or client-relationship experience.
• Demonstrated success building trusted client and professional-partner relationships.
• Strong communication and presentation skills, with the ability to make complex planning concepts clear and actionable.
• Entrepreneurial drive, sound judgment, and high personal accountability.

Aufgaben

• Lead and grow relationships with ultra-high-net-worth families, business owners, and their trusted advisors.
• Develop relationships with centers of influence and professional partners to create new business opportunities.
• Facilitate strategic conversations spanning investment management, estate planning, business continuity, tax planning, and personal financial planning.
• Build a deep understanding of each client's complete financial picture, priorities, values, and long-term objectives.
• Lead relationship management for complex cases while partnering with Senior Advisors and internal subject-matter experts.
• Guide coordinated case strategy and implementation across internal and external partners.
• Review planning recommendations, presentation materials, and client communications to ensure a clear, high-quality client experience.
• Contribute ideas and energy to firmwide initiatives that strengthen growth and elevate the client experience.

Kenntnisse

Communication

Presentation skills

Relationship-building

Entrepreneurial mindset

Ausbildung

Bachelor's degree

CFP/CFA/CPA preferred

Jobbeschreibung

Legacy Advisors, LLC is seeking an accomplished Financial Advisor to lead strategic client conversations, grow a trusted network of professional partners, and help families make informed decisions about their financial futures. You will have the freedom to expand your business with deep in-house expertise across wealth planning, investments, legal, insurance, and client service.

You are a persuasive, energetic relationship-builder who seeks ownership, visibility, and the resources to deliver