About this role
Financial Advisor at Legacy Advisors, LLC. Location: Plymouth Meeting, Pennsylvania, United States. Role: leading relationships, facilitating conversations, generating opportunities Requirements: Bachelor's degree required; 5+ years of experience; CFP, CFA, or CPA preferred; strong communication, entrepreneurial drive, and high accountability. Category: Finance and Accounting Seniority: Senior Level Certifications: cfp, cfa, cpa Commitment: Full Time Workplace: Hybrid Languages: English