Plymouth Meeting, Pennsylvania, United States · On-site
About Our Firm: Legacy Advisors, LLC is a premier Wealth Management firm headquartered in Plymouth Meeting, PA. We are a well-established and growing RIA with expertise in investment and financial planning for ultra-high…
Skills: Client Performance Reporting, Market Research, Portfolio Administration, Microsoft Word, Microsoft Excel
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The intern will support investment operations, reporting, and portfolio administration across various departments. Responsibilities include assisting with client performance reports, conducting market research, and contributing to firm-wide special projects.
Candidates should be pursuing a bachelor's degree in Finance, Business, or a related field with familiarity in stocks, bonds, and alternative investments. Proficiency in Microsoft Office is required, and experience with Bloomberg is a plus.
DEFINE YOUR LEGACY, Empowering Highly Successful Families
We are committed to helping our clients in their desire to achieve peace of mind by serving them with the highest level of integrity, ensuring that their business and personal affairs are in order, and helping them create a lasting legacy that embraces their value system, love of family, and commitment to their community. Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through Legacy Advisors, LLC, which is independently owned and operated. • Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. • The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Offices: 5 Apollo Rd, Suite 100, Plymouth Meeting, Pennsylvania 19462, US
DEFINE YOUR LEGACY, Empowering Highly Successful Families
We are committed to helping our clients in their desire to achieve peace of mind by serving them with the highest level of integrity, ensuring that their business and personal affairs are in order, and helping them create a lasting legacy that embraces their value system, love of family, and commitment to their community. Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through Legacy Advisors, LLC, which is independently owned and operated. • Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/ Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. • The testimonials/ recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Offices: 5 Apollo Rd, Suite 100, Plymouth Meeting, Pennsylvania 19462, US
