Associate Wealth Management Advisor

Company: Legacy Capital Group

Updated: 6/2/2014


POSITION OBJECTIVE: To collaborate with the firm’s 2 largest Wealth Management producers, and be an integral part of the relationship management team. To be the firm’s primary point person for all areas surrounding asset allocation and manager analysis/due diligence. To be an active part of the financial and estate planning process and possess a deep understanding of the products and strategies used in the context of planning for high net worth families.