Business Development Financial Advisor
Legacy Advisors
- Experience
- 5+ yrs
- Location
- Plymouth Meeting, Pennsylvania, United States
- Job type
- Full-time
About the role
Bachelor's degree required; CFP, CFA, or CPA preferred; 5+ years of relevant financial-advisory, wealth-management, business-development, or client-relationship experience; strong communication and presentation skills.
About Legacy Advisors
Independently owned wealth management firm serving successful families and business owners with investment, financial, estate, and retirement planning.
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