LegacyTexas Wealth

We’re Expanding!  Interested in joining our team?  Please continue to check here for updated information on job opportunities with LegacyTexas Wealth Advisors. 

Wealth Advisor
 We are looking to partner with professionals with proven abilities to establish and cultivate strong relationships. Advisors are required to have a baccalaureate degree and at least 3 to 5 years of financial services and investment experience.  Candidates should also possess Series 65 or 66 licenses and preferable have CFP or CFA designation or willingness to pursue.  This team role involves participation in the ongoing development of the firm’s investment management and financial planning process as well as the management of  prospective client relationships and referrals.  Advisors are expected to adhere to the firm’s policies and procedures and comply with federal and state regulatory requirements.  We welcome the opportunity to talk with you about how we can grow together.

If interested,  please send your resumes  and cover letter to advice@legacytexaswealth.com.

The LegacyTexas Wealth Advisors College Internship Program is a dynamic way for students to take what they have learned in the classroom and apply it in real life situations.  Legacy Texas Wealth is dedicated to preparing future leaders through the College Internship Program.

Financial Analyst Intern
 This position works very closely with one of the company’s top associates providing research, monitoring, data analysis and compilation of critical portfolio model reports. The intern will also assist in processing weekly and other periodic summary reports for Advisors. This position includes all of the aforementioned, but is not limited to those duties. 

To apply for this position, click here.

Financial Planning Intern
This position works very closely with one of the company’s top associates.  The intern will be introduced to an overview of the wealth management profession through participation in staff and planner meetings.  It requires assisting clients and advisors servicing issues when needed and assisting planners and associate planners in preparing asset allocations, portfolio reports and performance reports.  The intern will learn financial planning software and enter data for new plans.  This position includes all of the aforementioned, but is not limited to those duties.  It also requires assisting in team projects, participating in internal training sessions, and working closely with clients.    

 To apply for this position, click here.

Marketing & Communications Intern
This position works very closely with the Director of Marketing and Public Relations.  The intern will work on a number of different projects including relationship development efforts, event planning, press releases, newsletters, social media, and other aspects of communication.  This position includes all of the aforementioned, but is not limited to those duties.  Strong writing and oral communication skills are required.    

To apply for this position, click here.