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Financial Consultant Financial Advisor Wealth Management

Senior UHNW Wealth Advisor — Estate & Planning

Job in Plymouth Meeting, Montgomery County, Pennsylvania, 19462, USA
Listing for: Legacy Advisors, LLC
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A prominent Wealth Management firm in Plymouth Meeting, PA is seeking an experienced Financial Advisor with a relationship-driven focus. The role requires strong experience and integrity, with responsibilities including managing relationships with ultra-high net-worth clients and collaborating with internal experts to provide comprehensive financial advice. The ideal candidate will thrive in a team-based environment and is expected to uphold the firm's core values of excellence and client-first service.
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Position Requirements
10+ Years work experience
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