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Associate Client Advisor - Path to Wealth Management
Job in
Plymouth Meeting, Montgomery County, Pennsylvania, 19462, USA
Listed on 2026-01-11
Listing for:
Legacy Advisors
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
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.
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Position Requirements
10+ Years
work experience
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