• We Are Hiring For These Roles:

    Advisors

    Legacy Planning Group is an Investment Advisor firm. We have open positions for Registered Investment Advisors who want to be part of a firm whose proven tactical asset management strategy and sales support will help you grow your assets under management.

    Programmers

    Legacy Planning Group is always trying to improve our efficiency in every aspect of our business. We believe employing highly skilled members creates a great environment at our firm and a better experience for our clients and our Advisors. Programming our own systems allows us to better match the needs of our Advisors and our clients by directly addressing their needs with in-house programming solutions.

    Portfolio Review Analysts

    Our portfolio analytics division focuses on assessing the risk/reward relationship of our prospective client’s investment allocation. We use the latest analytical tools from Morningstar.

    Marketing Associates

    Visual marketing is necessary to relay our firm’s services to prospective clients. Creativity and the ability to take an idea from concept to finished product in a timely fashion are critical. Marketing associates work directly with the sales division to take “the story” from verbal to visual.

    Licensed Executive Assistants

    Assistants play a critical role in the client service process. They work directly with the Advisor and the client to handle day-to-day service operations. These operations include new account processing, follow-up with the transfer process, and basic client service requests. This critical position requires tremendous drive to complete tasks in a timely fashion.

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