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.
Investment Operations Associate
The Investment Operations Associate has the responsibility to deliver superior client experience for Legacy. This role requires collaboration across various departments and associates throughout the firm.
Wealth Management Intern
We are seeking candidates who are available for a Summer 2027 Internship and beyond, ideally with the ability to commit to a one-year engagement, including part time hours while attending school and full-time work during the summer. Only local candidates will be considered.
Business Development Financial Advisor
We are seeking an accomplished Financial Advisor who combines professional presence with a genuine drive to build relationships and create opportunities.
Legal & Tax Strategist
At Legacy, legal and tax strategy is a core part of how we serve our families, and the Legal & Tax Strategist is at the center of that work. In this role, you will serve as the legal and tax resource for client teams working on advanced estate, trust, business succession, and charitable planning.
Employee Benefits
Include
- Employee Benefits Package – Employees may choose from a variety of medical plans. Group Dental and Vison 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.