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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This position is responsible for working with the top 1% of high net worth individuals to help fulfill their lifetime objectives embracing their value system, love of family, and commitment to their community.
Senior Investment Operations Associate
The Senior Investment Operations Associate is responsible for the management and oversight of the Investment Operations Team, a critical piece in executing Legacy’s objective of delivering a superior client experience.
Investment Strategist/Portfolio Manager
This position is responsible for building and analyzing client portfolios as well as conducting manager due diligence and monitoring investment manager performance.
- 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 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 with our plan provider, The Principal Group.
- 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.