About this role
Associate Client Advisor at Legacy Advisors, LLC. Location: Plymouth Meeting, Pennsylvania, United States. Role: preparing materials, building models, coordinating workflows Requirements: Bachelor's degree required, 0-2 years experience preferred in financial services; responsible for preparing meeting materials, building financial models, coordinating workflows, and supporting advisory teams. Category: Finance and Accounting Seniority: Entry Level Commitment: Full Time Workplace: Hybrid Languages: English