Committed to Making the Complex Simple

Alexander Legacy Private Wealth is on a mission to be the most trusted in financial advice. The path to trust starts with making the complex simple for our clients, all while always keeping their best interests at the forefront. We give advice in a common language, and we surround ourselves with stakeholders who are committed to doing the same. 

We’re always on the lookout for team members who will make us better –

and who share our six core values that drive how we treat our clients and each other.

Client First

The client’s interest comes first. Always.

Third Dimension of Trust

Anticipate needs and deliver.

Care Factor

Give your all, even when it’s not convenient to do so.

Adaptable

Evolve and improve, every day.

Innovative

Push the boundaries. Stretch the standard.

Get Stuff Done

Do what you say you will.

Our Commitment To:

Culture

To incorporate an inclusive and diverse worldview in how we operate our business model.

Experience

To develop a culture and environment that embraces unique ideas, goals, and priorities.

Inclusion

To deliver a culturally supportive, respectful, and relatable colleague and client experience.

Trust

To earn and maintain advisor and client loyalty, through a culture focused on integrity, inclusion, and advancing the next generation of advisors and investors.

Access & Advancement

To provide access, education, and exposure in wealth management that advances the next generation of advisors and investors.

Advisor Experience

Sun Rising Advisors

This experience is delivered to advisors who are ready to be surrounded by mentors, resources, along with an advisor pathway plan to launch a successful advisor career.

Sun Seeking Advisors

This experience is delivered to existing advisors and teams who are ready to break away from their existing firm and transform their existing wealth management practice.

Sunsetting Advisors

This experience is delivered to our industry veterans who are ready to transition and transfer their Practice.

Benefits

We Deliver the Expected.

  • Health Insurance
  • 401(k) with Match
  • Parental Leave
  • Paid Time Off
  • Flexible Schedule

And Take Pride in the Unexpected.

  • Dress for Your Day
  • Professional Development Reimbursement
  • Charity Donation Match
  • Free Coffee & Healthy Snacks
  • Company Swag
  • Paid Volunteer Day
  • Financial Planning Services
  • Discounted Investment Rates

Current Openings

Apply Today!

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