The Legacy
Team
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
Talented People
Click on the job titles below to learn more about that position.
Associate Client Advisor
The Associate Client Advisor (ACA) role is an ideal opportunity for recent graduates or early-career professionals who are motivated to build a long-term career in wealth management. ACAs play a critical role in delivering an exceptional client experience by supporting Client Advisors in every stage of the planning and advisory process.
Wealth Planner
The Wealth Planner, as part of the Wealth Planning team, will collaborate with internal partners and client teams to deliver holistic wealth planning strategies and advice. This role involves preparing analyses for client meetings and addressing all aspects of a client’s financial plan, including cash flow and balance sheet reporting, in-depth review of business and financial documents, asset transfer strategies, trust design, and income and estate tax projections.
Financial Advisor
We are seeking an experienced and relationship-driven Financial Advisor with an entrepreneurial mindset who thrives in a sophisticated, team-based environment.
Employee Benefits
Include
- 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.