What are the responsibilities and job description for the Wealth Advisor position at Transcend Practice Management?
Wealth Advisor
Location : Tolland, CT or Pomfret, CT
Compensation : $125,000- $135,000 with a targeted bonus of 15-20% based on experience.
Status : Full time
We are a holistic financial services firm based in Tolland, CT offering a wide range of financial planning solutions. We are looking for energetic individuals who will bring a fresh perspective and innovative touch to a traditional concept. The firm’s culture is steeped in core values that are integral to its success. We enjoy building relationships and are passionate about providing the best experience possible to clients, prospects, teammates, and community partners.
We are looking for a Wealth Advisor who will take a ‘tailored’ approach to delivering the most memorable client experience while providing strategic advice for clients. As the Wealth Advisor , you will lead client meetings to understand each client’s individual goals and needs, help create and implement holistic financial plans to meet them and build lasting client relationships for an elevated client service experience. You will participate in every stage of the financial planning process – including initial fact-finding, creation and execution of holistic financial plans, and servicing of existing financial plans – and support existing client relationships in conjunction with senior advisors at both our Tolland and Pomfret offices. In addition to competitive compensation and benefits, we offer a clear path to career advancement for strong performance.
Some of the top qualities that we seek in new team members include :
- A sincere commitment to both client and team success
- A personal interest in continuous education and new planning concepts in the wealth management industry
- Reliability, integrity, and a proven record of strong client relationship-building
- Exceptional communication skills, both written and verbal
- Detail oriented
- Problem solving skills
- Client first attitude
- Receptiveness to constructive feedback
- A track record of successful client service and diligent attention to each client’s unique financial planning needs
- Ability to coordinate efforts with team members to accomplish tasks and deliver results on time and in good order
- Willingness to act as an ambassador for the firm to our clients as well as others in the local community
We place the client at the center of delivering on our
proprietary financial planning promise. Our team works collaboratively to help clients achieve their goals. As a member of our advisory team, you will be responsible for elevating and maintaining the client experience and delivering our strategic financial planning and investment processes. This role is tasked to build tailored relationships with community members, guide clients through their financial plan towards achieving their financial life goals, working collaboratively with team members and external professionals to drive client financial plan execution, remain compliant with all firm, RIA / broker-dealer, and FINRA requirements.
As a Wealth Advisor , you will be responsible for the following :
Qualifications for this role include :
We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit. We look forward to meeting you!
Salary : $125,000 - $135,000
