Business Development Financial Advisor

 

About Our Firm: Legacy Advisors, LLC is a premier wealth management firm serving ultra-high-net-worth individuals, families, and business owners with complex financial lives. Our clients rely on us for integrated wealth, investment, estate, and business planning that brings clarity, confidence, and continuity across generations.

 

Position Summary: We are seeking an accomplished Financial Advisor who combines professional presence with a genuine drive to build relationships and create opportunities. In this role, you will lead strategic client conversations, grow a trusted network of professional partners, and help families make informed decisions about their financial futures.

You will have the freedom to expand your business while drawing on deep in-house expertise across wealth planning, investments, legal, insurance, and client service. This is an opportunity for a persuasive, energetic relationship-builder who wants ownership, visibility, and the resources to deliver exceptional outcomes.

 

You are someone who builds credibility quickly, enjoys high-stakes conversations, and takes initiative to move opportunities forward. You bring confidence and urgency to relationship development, while remaining adaptable as client needs and priorities evolve. You are motivated by the opportunity to own meaningful relationships, expand a professional network, and collaborate with experts to solve complex client challenges.