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Legacyadvice

Wealth Planning Associate: Path to Client Advisor

Legacyadvice, Plymouth Meeting, Pennsylvania, United States

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A leading Wealth Management firm in Plymouth Township is seeking an Associate Client Advisor (ACA) to support Client Advisors in preparing meeting materials and organizing financial data. This position is ideal for recent graduates or early-career professionals looking to build a career in wealth management and financial planning. The role offers exposure to various investment and planning processes, a pathway to greater advisory responsibilities, and comprehensive training in a collaborative environment. Benefits include Health Insurance and a 401(k) Plan. #J-18808-Ljbffr