About Our Firm: Legacy Advisors, LLC is a premier wealth management firm serving ultra-high-net-worth individuals, families, and business owners with complex financial lives. Our clients rely on us for integrated wealth, investment, estate, and business planning that brings clarity, confidence, and continuity across generations.
Position Summary: We are seeking an accomplished Financial Advisor who combines professional presence with a genuine drive to build relationships and create opportunities. In this role, you will lead strategic client conversations, grow a trusted network of professional partners, and help families make informed decisions about their financial futures.
You will have the freedom to expand your business while drawing on deep in-house expertise across wealth planning, investments, legal, insurance, and client service. This is an opportunity for a persuasive, energetic relationship-builder who wants ownership, visibility, and the resources to deliver exceptional outcomes.
What You’ll Do:
- Lead and grow relationships with ultra-high-net-worth families, business owners, and their trusted advisors.
- Develop relationships with centers of influence and professional partners to create new business opportunities.
- Facilitate strategic conversations spanning investment management, estate planning, business continuity, tax planning, and personal financial planning.
- Build a deep understanding of each client’s complete financial picture, priorities, values, and long-term objectives.
- Lead relationship management for complex cases while partnering with Senior Advisors and internal subject-matter experts.
- Guide coordinated case strategy and implementation across internal and external partners.
- Review planning recommendations, presentation materials, and client communications to ensure a clear, high-quality client experience.
- Contribute ideas and energy to firmwide initiatives that strengthen growth and elevate the client experience.
What Will Help You Thrive:
You are someone who builds credibility quickly, enjoys high-stakes conversations, and takes initiative to move opportunities forward. You bring confidence and urgency to relationship development, while remaining adaptable as client needs and priorities evolve. You are motivated by the opportunity to own meaningful relationships, expand a professional network, and collaborate with experts to solve complex client challenges.
Background Requirements/Preferences:
- Bachelor’s degree required; CFP, CFA, or CPA preferred.
- Five or more years of relevant financial-advisory, wealth-management, business-development, or client-relationship experience.
- Demonstrated success building trusted client and professional-partner relationships.
- Strong communication and presentation skills, with the ability to make complex planning concepts clear and actionable.
- Entrepreneurial drive, sound judgment, and high personal accountability.
- Commitment to Legacy’s Core Values:
- Client First
- Work Hard
- Excellence
- Positive Attitude
- Respect
- Always Do the Right Thing.
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