Legacy Wealth Strategies
Legacy Wealth Strategies is a financial advisory firm offering tax-efficient financial planning, investments, and insurance services.
- Open roles
- 354
Company signals
Score: 55Job facts
- Location
- UNITED STATES-PA-Bala Cynwyd
Last verified live 17 hours, 35 minutes ago · checked directly on the company's Oracle Taleo
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Wealth Management Associate with Leadership Ambition - PA, Bala Cynwyd (2559)
at Legacy Wealth Strategies
Leaders are critical to the growth of an organization as great teams don't just depend on strategies - they thrive with the right people to drive them. Our management platform affords you the opportunity to have a large-scale impact & help guide others to find their personal success.
Equitable Advisors is a leading firm in the wealth management industry with a mission to help people build fulfilling futures grounded in stability, innovative strategies and commitment to our clients.
Daily Activities may include
- Networking to discover new talent to grow your team
- Coaching from your experience & training to develop new Financial Professionals
- Collaborating with local leadership to strengthen values, mission and vision
- Committing to personal and district goals consistent with branch and company strategy
- Supervisory skills ensuring compliance and brand are met
- Fostering diverse talent and enabling an inclusive work environment
- Teambuilding through culture and events