Associate Wealth Advisor

Associate Wealth Advisor

The Legacy Foundation | Charlottesville, Virginia

Position Overview

The Legacy Foundation is seeking a motivated professional to join our team as a full-time Associate Wealth Advisor. This is an exciting opportunity for someone who wants to build a rewarding career in comprehensive financial planning, develop meaningful client relationships, and make a positive impact through socially responsible investing.

You'll work directly with experienced advisors, contribute to personalized financial plans, and participate in client meetings while developing the knowledge and skills to take on increasing responsibility. We are looking for someone who combines initiative, strong organizational skills, and a genuine commitment to helping people achieve their financial goals.

About The Legacy Foundation

The Legacy Foundation is a boutique wealth management firm based in Charlottesville, Virginia, specializing in comprehensive financial planning and investment management for university professionals. Our mission is to help clients achieve their financial goals through personalized advice and investment strategies that reflect their values.

We pride ourselves on the multigenerational relationships we've built with clients in our community and across the country. Our approach emphasizes thoughtful financial guidance, long-term partnerships, and advocacy for the people we serve.

The Legacy Foundation is a certified B Corporation™, meeting verified standards of social and environmental performance, transparency, and accountability. We are proud to be part of a global movement of businesses using business as a force for good.

Opportunities

• Build your expertise: Develop your financial planning and investment management knowledge through hands-on experience with real-world client situations.
• Learn from experienced advisors: Benefit from direct mentorship, collaboration, and guidance from an established financial planning professional.
• Take ownership of your work: Enjoy the autonomy to manage responsibilities, contribute ideas, and develop your strengths within a close-knit team.
• Expand your technical skills: Gain practical experience with financial planning software, investment research tools, and client relationship management systems.
• Shape your career: Progress toward greater responsibility in financial planning and client relationship management, with the opportunity to grow into a more independent advisory role as your experience and capabilities develop.
• Pursue professional development: Continue building your expertise through education, professional training, and opportunities to pursue or advance your CFP® certification.

Responsibilities

• Develop comprehensive financial planning strategies, evaluate potential solutions, and help clients implement recommendations.
• Prepare and maintain client financial plans, monitor planning needs, and identify opportunities to provide additional guidance.
• Participate in client meetings, contribute to planning discussions, and help clients make informed financial decisions.
• Communicate financial planning, tax, retirement, and investment management concepts through clear, thoughtful written and verbal communication.
• Prepare client meeting materials, develop financial reports, model planning scenarios in eMoney, and manage follow-up activities using the firm's CRM.
• Collaborate with advisors and other professionals to evaluate client needs and deliver coordinated financial advice.
• Assume additional responsibilities as your knowledge, confidence, and professional capabilities grow.

Qualifications

• At least five years of experience in financial services or a related field.
• CFP® certification or current enrollment in a CFP® program preferred.
• Current Series 7 and Series 66 licenses are preferred.
• Experience with eMoney and Redtail CRM preferred.
• Strong written and verbal communication skills, with the ability to explain complex financial concepts clearly.
• A client-first mindset and the ability to build positive, lasting professional relationships.
• Knowledge of financial planning principles and an aptitude for applying them to real-world client situations.
• Strong organizational skills, attention to detail, and the ability to manage competing priorities and meet deadlines independently.
• High emotional intelligence and discretion when handling sensitive client information and personal financial matters.

Compensation & Perks

• Full-time W-2 position.
• Anticipated base salary range of $70,000–$85,000 annually, depending on relevant experience, qualifications, professional credentials, and licensing.
• Eligible for an annual bonus based on individual performance and firm results.
• SIMPLE IRA with employer match.
• Healthcare benefits.
• 17 days of paid time off, in addition to NYSE market holidays.
• Ongoing professional development and learning opportunities.

We believe our people are central to our success. We are committed to investing in our employees' professional development and creating an environment where they can grow, contribute, and build fulfilling long-term careers.

At The Legacy Foundation, you'll have the opportunity to build your career, help clients achieve their financial goals, and do work that reflects your values all while contributing to a team that puts people first.