What are the responsibilities and job description for the Wealth Management Service Advisor position at Transcend Practice Management?
Wealth Management Service Advisor
Location : Langhorne, PA
Compensation : $105,000 - $125,000
Status : Full Time; In office
Are you looking for a new opportunity to be part of a growing team with the infrastructure in place to allow you to deliver a holistic planning process? Does working collaboratively with an established team that provides a supportive and inclusive work culture sound like fun? This is a chance to be a part of a forward-thinking and innovative company!
As a leader in providing comprehensive financial services, we specialize in unique executive benefits, career transitions, divorce negotiations, and family wealth management. Our mission is to guide busy women and their partners through financially and emotionally complicated hurdles, creating space for more amazing life experiences on the other side.
If you want to join a firm with high standards and high-quality service, our role as a Service Adviso r may be for you. The successful candidate will provide expert financial guidance and personalized solutions to our clients, helping them navigate complex financial situations and achieve their financial goals. The Service Advisor will play a crucial role in building and maintaining client relationships and delivering exceptional service.
The attributes that we look for in teammates include :
- A strong desire to be a team player
- Energy and enthusiasm
- Commitment to exceeding client expectations
- Meticulous listening skills
- An ability to work autonomously as well as collaboratively to contribute to the overall excellence of the client experience
- Flexibility and openness to work on varied priorities
- An ability to learn quickly and improve upon established methods
- Excellent communication and relationship management skills; ability to convey complex ideas in easy-to-understand terms
- Excellent process and detail orientation skills
- An ability to quickly connect with others and to build solid relationships within the firm and across the client base
- A long view of the opportunities presented by the firm, and the industry overall
Key Responsibilities :
Qualifications :
Team members will join a team that enjoys working together in an environment built for professionalism and quality. With a small growing team, the opportunities are endless. Your commitment to our firm will be reciprocated by our investment in you and your future!
Get in touch today so that we can get to know you! As a Service Advisor , you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.
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 for both us and you. We look forward to meeting you!
Salary : $105,000 - $125,000
