Associate Client Advisor
Legacy AdvisorsHighlight
Summary
About the Role
About You
- Bachelor's degree
- 0-2 years of experience in financial services, banking, accounting, or related fields.
- Entrepreneurial drive and a desire to grow into an advisory role.
- Effective communication skills.
- High personal accountability with strong attention to detail.
Benefits
- Medical, Dental, and Vision Insurance
- Group Life, Short-Term Disability, and Long-Term Disability provided at no cost
- Voluntary Life and AD&D Insurance options available
- Flexible Spending Accounts (FSA) and Dependent Care Accounts
- 401(k) Plan
- Paid Time Off (PTO)
- A culture of professional growth, stability, and long-term success
We are committed to helping our clients in their desire to achieve peace of mind by serving them with the highest level of integrity, ensuring that their business and personal affairs are in order, and helping them create a lasting legacy that embraces their value system, love of family, and commitment to their community. Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through Legacy Advisors, LLC, which is independently owned and operated. • Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. • The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.