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
Click on the job titles below to learn more about that position.
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.
As a member of the Wealth Planning team, the Wealth Planner’s primary responsibilities will be to work collaboratively with internal subject matter experts and client teams to provide holistic wealth planning strategy and advice, and to produce analyses to be used in client meetings.
Investment Operations Associate
The Investment Operations Associate is a critical piece in delivering the superior client experience Legacy prides itself on. The role requires collaboration across various departments and associates within Legacy.
Associate Client Advisor
The position of the Associate Client Advisor is the first step in a progressive career path program. Your Career Path begins with an intense and heavily ingrained internal training curriculum led by our Firm’s Subject Matter Experts in Insurance, Research & Analysis, Portfolio Management, Wealth Planning and Client Service.
Life Insurance Case Design Specialist
The Life Insurance Case Design Specialist is responsible for developing and designing life insurance product solutions to meet our clients’ unique needs. This includes preparing financial analysis, utilizing carrier illustration software and analyzing insurance contracts.
- 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.