UHNW Wealth Advisor & Strategic Growth Leader

Legacy Advisors, LLC

Harmonville (PA)

On-site

USD 90,000 - 140,000

Full time

2 days ago

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Job summary

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

Qualifications

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.

Responsibilities

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.