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Financial Legacy Advisors Jobs (NOW HIRING)

Financial Integrators

Financial Advisor

Des Moines, IA · On-site

$55K - $85K/yr

Description: We're seeking a relationship-driven Financial Advisor to turn complex financial data ... legacy. What You'll Do Discover & Design Client Roadmaps * Consult with clients to clearly ...

Legacy Financial Partners

Financial Advisor

Brookings, SD · On-site

$60K - $80K/yr

Joining Legacy Financial Partners comes with benefits to support you in your professional and ... The Financial Advisor role leads this effort with clients and provides advice and guidance with ...

Paramount Settlement Advisors

NY · On-site

Who We Are Invictus Advisory Services is a fee-only Registered Investment Advisor built on the ... and preserving the financial legacy they envision for generations to come. Our investment ...

Main Financial Group

Office Manager

Brighton, MI · On-site

... financial legacy. As an independent wealth management firm, we blend strategy, service, and ... Provide administrative and operational support to leadership and advisors * Coordinate internal ...

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How much do financial legacy advisors jobs pay per year?

As of Sep 10, 2026, the average yearly pay for financial legacy advisors in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

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Infographic showing various Financial Legacy Advisors job openings in the United States as of August 2026, with employment types broken down into 85% Full Time, 13% Part Time, and 2% Contract. Highlights an 86% Physical, 3% Hybrid, and 11% Remote job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor

Plymouth Meeting, PA • Hybrid

Legacy Advisors, LLC
Finance and Insurance • 51 - 200 employees
Learn more about Legacy Advisors, LLCexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 29 days ago

Job description

Position Summary: We are seeking an experienced and relationship-driven Financial Advisor with an entrepreneurial mindset who thrives in a sophisticated, team-based environment. The ideal candidate is an accomplished professional with a strong network and a genuine passion for helping clients align their wealth with their values, family, and legacy.
As an Advisor at Legacy, you will be supported by in-house technical experts in wealth planning, investments, legal and insurance. This depth of expertise empowers you to deliver comprehensive, high-quality advice and solutions tailored to each client’s unique goals. We offer a collaborative culture that supports long-term client relationships and provides freedom to grow your business within a firm that values integrity, teamwork, and excellence.
Position Responsibilities:
  • Lead and grow relationships with UHNW families and business owners.
  • Facilitate strategic conversations integrating investment management, estate planning, and business continuity.
  • Expand your network and generate new opportunities through authentic relationship-building and professional partnerships.
  • Partner with Legacy’s internal experts to deliver comprehensive, coordinated advice.
  • Contribute to firmwide initiatives that drive growth and elevate client experience.
Background Requirements/Preferences:
  • Bachelor’s degree required; CFP, CFA, or CPA preferred.
  • 5+ years of experience
  • Entrepreneurial drive
  • Effective communication skills
  • High personal accountability
  • 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 amp; 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 amp;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
#LI-Hybrid

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