Associate Client Advisor - Path to Wealth Management

Legacy Advisors

A premier Wealth Management firm in Plymouth Meeting, PA is looking for an Associate Client Advisor to support Client Advisors by preparing materials, organizing financial data, and managing workflows. The ideal candidate will have a Bachelor's degree and 0-2 years of experience in financial services. This role offers growth potential into an advisory position, exposure to investments, and a commitment to the company's core values. Competitive benefits include medical, dental, 401(k) plan, and a culture of professional growth. #J-18808-Ljbffr Legacy Advisors

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Vacancy posted 4 days ago

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