Hybrid Financial Advisor - Path to Lead Advisor

Transcend Practice Management; Worcester (MA); Hybrid; USD 110,000 - 125,000; Full time

Job summary

Transcend Practice Management is seeking a Financial Advisor in Worcester, MA. This full-time role is focused on building strong client relationships and delivering personalized financial plans. Candidates should possess a Bachelor’s degree, CFP designation, and over 5 years of relevant experience. The position offers a competitive salary ranging from $110,000 to $125,000 per year, and supports continuous learning and professional growth. Join our team and make a meaningful impact in clients' lives.

Qualifications

• 5+ years of experience in financial planning.
• Demonstrated ability to build relationships and deliver client-focused solutions.
• Comfort with financial technology.

Responsibilities

• Build and maintain strong client relationships.
• Lead client meetings and implement financial advice.
• Develop and deliver tailored financial plans.

Skills

Client-first mindset

Strong communication skills

Organizational skills

Education

Bachelor's degree

CFP designation

Tools

Financial planning tools

Job description

Transcend Practice Management is seeking a Financial Advisor in Worcester, MA. This full-time role is focused on building strong client relationships and delivering personalized financial plans. Candidates should possess a Bachelor’s degree, CFP designation, and over 5 years of relevant experience. The position offers a competitive salary ranging from $110,000 to $125,000 per year, and supports continuous learning and professional growth. Join our team and make a meaningful impact in clients' lives.