At Legacy Advisors, we offer a highly professional environment of mutual respect, teamwork, and client-centered focus. We work hard to hire the people who best exemplify our corporate culture, where each person represents an equal role of importance – where you won’t find corner offices, but you will find everyone working together towards a common mission of serving our clients with the highest degree of integrity. We like to work hard, but also enjoy the rewards of our efforts.
If you would like to inquire about a position, please email us at LegacyRecruiting@legacyadvice.com or click the button below.
We Are Looking For
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For the Wealth Management Advisor who relishes the challenge of working with the top 1% of high net worth individuals, this is an opportunity to learn and leverage your consultative relationship and planning skills in personal, meaningful work.
Business Intelligence Analyst
The Chief Executive Officer (CEO) of Legacy Advisors, a holistic wealth management firm with over $1.6 billion in assets under management, is looking for an analyst who can support the research and development of strategic initiatives for the firm.
- 24/7 Online access to Human Resources – Employees have the freedom to manage their own benefits through a secure, online interface. Access includes W-4s, W-2s, change of address, changes to benefits, copies of paychecks, etc.
- Employee Benefits Package – Employees may choose from a wide variety of PPO and HMO medical plans. Group Dental insurance is also available. Legacy provides an Employer Supplement to offset the cost of medical and dental premiums. And for those employees who wish to waive their benefits, we offer a cash allowance instead.
- 24/7 Online 401K management – Our Safe Harbor plan offers a 4% employer match. Employees can make changes and updates to their 401K plan through a secure, online interface. A Self-Directed Brokerage Account (SDBA) option is also available through The Principal Group which allows for additional investment opportunities for those employees who want the freedom to invest in almost any stock, bond or mutual fund.
- Other Benefits – We offer our employees a generous Paid Time Off (PTO) plan for vacation and sick time as well as a short-term disability plan, long-term disability plan, and tuition reimbursement program.