What are the responsibilities and job description for the Associate Wealth Advisor position at Transcend Practice Management?
Position: Associate Wealth Advisor
Location: Newburyport, MA; remote/hybrid
Status: Full-time
Hours: Monday-Friday, 9:30 am ET – 4:00 pm ET
Compensation: $100,000 – $120,000, based on experience
The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.
Our independent advisory firm specializes in helping women address the unique financial challenges they face. We have consciously constructed our firm to help financially empower women. For more than 20 years, we have been serving clients by creating comprehensive financial plans and customized investment strategies that help them better pursue their long-term goals.
We are a close, tightly knit team that works collaboratively to bring their values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to clients so that clients know that they are receiving the firm’s utmost attention. Our mission is to provide world class service to our family of clients while growing together as a team.
Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome an Associate Wealth Advisor to the team who will support the firm’s founder and lead advisor.
In your new role, you can expect to:
● Deliver advice developed by, or in collaboration with, the lead advisor
● Respond to client inquiries and requests
● Provide planning and research support
● Work autonomously and take ownership of responsibilities
● Attend client meetings, document, follow up, and correspond with clients
● Participate in planning meetings and assist in developing planning strategies
● Create and update financial plans
● Process service requests, open accounts, place trades and money movements
● Correspond with clients, their family members, and prospects
● Produce client deliverables in a timely, accurate, and informative manner
● Continuously maintain client relationships, understanding their unique circumstances, connections, and interests
● Stay current on trends and regulations within the financial planning arena
● Continually strive to do the right thing the right way
Qualifications for this opportunity include:
● Bachelor’s degree
● Three years of experience in a planning role; five years in the industry
● Series 7 and insurance license
● CFP designation, or the willingness to obtain over time
● Ability to perform under pressure and multitask
● Excellent communication and relationship management skills
● Strong problem-solving and critical-thinking skills
● Excellent writing skills
● Analytical and numbers focused
● Attention to detail
● Positive attitude and enthusiasm
● Confidence and adaptability
● Drive to help clients and co-workers
● Professionalism
● Strong computer skills: experience in MGP and Commonwealth CRM a plus
We are committed to sourcing a diverse pool of applicants from various backgrounds. We urge all qualified individuals to apply and learn more about what we have to offer. Please see if we might be an attractive fit for both you and us. We look forward to meeting you.
Location: Newburyport, MA; remote/hybrid
Status: Full-time
Hours: Monday-Friday, 9:30 am ET – 4:00 pm ET
Compensation: $100,000 – $120,000, based on experience
The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.
Our independent advisory firm specializes in helping women address the unique financial challenges they face. We have consciously constructed our firm to help financially empower women. For more than 20 years, we have been serving clients by creating comprehensive financial plans and customized investment strategies that help them better pursue their long-term goals.
We are a close, tightly knit team that works collaboratively to bring their values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to clients so that clients know that they are receiving the firm’s utmost attention. Our mission is to provide world class service to our family of clients while growing together as a team.
Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome an Associate Wealth Advisor to the team who will support the firm’s founder and lead advisor.
In your new role, you can expect to:
● Deliver advice developed by, or in collaboration with, the lead advisor
● Respond to client inquiries and requests
● Provide planning and research support
● Work autonomously and take ownership of responsibilities
● Attend client meetings, document, follow up, and correspond with clients
● Participate in planning meetings and assist in developing planning strategies
● Create and update financial plans
● Process service requests, open accounts, place trades and money movements
● Correspond with clients, their family members, and prospects
● Produce client deliverables in a timely, accurate, and informative manner
● Continuously maintain client relationships, understanding their unique circumstances, connections, and interests
● Stay current on trends and regulations within the financial planning arena
● Continually strive to do the right thing the right way
Qualifications for this opportunity include:
● Bachelor’s degree
● Three years of experience in a planning role; five years in the industry
● Series 7 and insurance license
● CFP designation, or the willingness to obtain over time
● Ability to perform under pressure and multitask
● Excellent communication and relationship management skills
● Strong problem-solving and critical-thinking skills
● Excellent writing skills
● Analytical and numbers focused
● Attention to detail
● Positive attitude and enthusiasm
● Confidence and adaptability
● Drive to help clients and co-workers
● Professionalism
● Strong computer skills: experience in MGP and Commonwealth CRM a plus
We are committed to sourcing a diverse pool of applicants from various backgrounds. We urge all qualified individuals to apply and learn more about what we have to offer. Please see if we might be an attractive fit for both you and us. We look forward to meeting you.
Salary : $100,000 - $120,000
