Legacy Advisors
Associate Client Advisor
Legacy Advisors, Plymouth Meeting, Pennsylvania, United States, 19462
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Associate Client Advisor
role at
Legacy Advisors .
Position Summary The
Associate Client Advisor (ACA)
is a role designed for recent graduates or early‑career professionals seeking a career in wealth management and financial planning. ACAs support Client Advisors by preparing meeting materials, organizing financial data, and coordinating workflows across the advisory team. This role provides exposure to investments, planning, tax awareness, and insurance, offering a clear development path toward becoming a valuable member of the client service team.
Position Responsibilities
Prepare comprehensive meeting materials, including financial reports, cash flows, investment summaries, insurance deliverables, and planning documents.
Build and update financial models such as budgets, liquidity analyses, and balance sheet proformas.
Coordinate with Client Coordinators to manage pre‑meeting workflows and ensure timely completion of tasks.
Provide accurate, well‑organized data to Wealth Planning and Investment teams to support deeper strategic analysis.
Create new slide content for client presentations, incorporating advisor‑specific preferences and firm standards.
Identify required insurance summaries or analyses and initiate requests to the Insurance team when needed.
Maintain consistent documentation, version control, and quality standards across client deliverables.
Background Requirements/Preferences
Required Bachelor’s degree
0‑2 years of experience, preferably in the financial services, banking, accounting or other related fields.
Entrepreneurial drive and a desire to grow into an advisory role.
Effective communication skills—clear, professional, and collaborative.
High personal accountability with strong attention to detail and follow‑through.
Commitment to Legacy’s Core Values of:
Client First
Work Hard
Excellence
Positive Attitude
Respect
Always Do the Right Thing
About Our Firm Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. As a leading Registered Investment Advisor (RIA), we serve ultra‑high net‑worth individuals, families and business owners with complex financial lives and significant assets. Our clients rely on us for integrated wealth, investment and estate planning and we take pride in delivering clarity, confidence, and continuity across generations.
Benefits & Perks
Medical, Dental, and Vision Insurance
Group Life, Short‑Term Disability, and Long‑Term Disability – provided at no cost to the associate
Voluntary Life and AD&D Insurance options available
Flexible Spending Accounts (FSA) and Dependent Care Accounts
401(k) Plan
Paid Time Off (PTO)
A culture of professional growth, stability, and long‑term success
#J-18808-Ljbffr
Associate Client Advisor
role at
Legacy Advisors .
Position Summary The
Associate Client Advisor (ACA)
is a role designed for recent graduates or early‑career professionals seeking a career in wealth management and financial planning. ACAs support Client Advisors by preparing meeting materials, organizing financial data, and coordinating workflows across the advisory team. This role provides exposure to investments, planning, tax awareness, and insurance, offering a clear development path toward becoming a valuable member of the client service team.
Position Responsibilities
Prepare comprehensive meeting materials, including financial reports, cash flows, investment summaries, insurance deliverables, and planning documents.
Build and update financial models such as budgets, liquidity analyses, and balance sheet proformas.
Coordinate with Client Coordinators to manage pre‑meeting workflows and ensure timely completion of tasks.
Provide accurate, well‑organized data to Wealth Planning and Investment teams to support deeper strategic analysis.
Create new slide content for client presentations, incorporating advisor‑specific preferences and firm standards.
Identify required insurance summaries or analyses and initiate requests to the Insurance team when needed.
Maintain consistent documentation, version control, and quality standards across client deliverables.
Background Requirements/Preferences
Required Bachelor’s degree
0‑2 years of experience, preferably in the financial services, banking, accounting or other related fields.
Entrepreneurial drive and a desire to grow into an advisory role.
Effective communication skills—clear, professional, and collaborative.
High personal accountability with strong attention to detail and follow‑through.
Commitment to Legacy’s Core Values of:
Client First
Work Hard
Excellence
Positive Attitude
Respect
Always Do the Right Thing
About Our Firm Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. As a leading Registered Investment Advisor (RIA), we serve ultra‑high net‑worth individuals, families and business owners with complex financial lives and significant assets. Our clients rely on us for integrated wealth, investment and estate planning and we take pride in delivering clarity, confidence, and continuity across generations.
Benefits & Perks
Medical, Dental, and Vision Insurance
Group Life, Short‑Term Disability, and Long‑Term Disability – provided at no cost to the associate
Voluntary Life and AD&D Insurance options available
Flexible Spending Accounts (FSA) and Dependent Care Accounts
401(k) Plan
Paid Time Off (PTO)
A culture of professional growth, stability, and long‑term success
#J-18808-Ljbffr