Lead AdvisorRelationship Manager

Transcend Practice Management; Bellevue (WA); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Transcend Practice Management in New York, NY seeks a Lead Advisor/Relationship Manager to manage financial planning and investment services for a segment of clients with a high-touch approach. You will build and maintain strong client relationships and coordinate with investment professionals to deliver comprehensive planning.

The ideal candidate has CFP certification, Series 65, a Bachelor's degree, and 5+ years in advisory roles, with a passion for client service and collaboration.

Qualifications

• Bachelor's degree required.
• 5+ years in financial advising role with leadership and guidance.
• CFP certification required.
• Series 65 license or willingness to obtain.
• Proven ability to build lasting client relationships.
• Highly team-oriented with strong communication.

Responsibilities

• Take ownership of financial planning and investment management.
• Maintain client relationships and understand client circumstances.
• Analyze income and asset situations and update financial plans.
• Develop and present financial planning recommendations or alternatives.
• Proactively collaborate with colleagues to serve clients.
• Occasionally travel to Hudson Valley location or other states.

Skills

Financial planning

Investment management

Client relationships

Team oriented

Communication

Education

Bachelor's degree

CFP

Series 65

Job description

Lead Advisor/Relationship Manager

Location: New York, NY

Salary: $150,000 - $200,000 base salary, based on experience

Status: Full-time; Hybrid

We are an independent advisory firm, and a team-oriented environment of motivated people who genuinely enjoy being around each other and prioritize having a true work/life balance. We welcome like-minded, passionate individuals who are actively pursuing both personal and professional growth.

We are excited to hire a Lead Advisor/Relationship Manager to support and enhance our dynamic growth. You will bring a meaningful track record of in-depth knowledge, enthusiasm for a high touch client experience combined with a passionate belief in the tenets of financial planning. If you're committed to making an impact in people's lives and leaving the world better than you found it, you will thrive in our environment!

Who You Are:

• You view being an advisor as a calling rather than a profession.
• Being of service to clients is a privilege that you honor through dedication and commitment.
• You are interested in sustainability and want to be part of a firm that lives its values.
• You expect a lot of yourself, are driven to excel and understand that this is your life's work.

As a Relationship Manager, you will handle all aspects of financial planning and investment management for a segment of our wonderful clients. This includes regular reviews, initiating outreach and resolving incoming client inquiries. You'll be comfortable and confident when interacting with clients' outside professionals to ensure a thorough and robust financial planning experience. Our outstanding operations and administrative team members are responsible for the day to day while you proactively nurture and enhance client relationships. Our investment professionals create, manage and trade the portfolios.

In your new role, you can expect to:

• Take ownership of financial planning and investment management
• Continuously maintain client relationships, understanding their unique circumstances, connections, and interests.
• Analyze client income and asset situation; review and update financial situation.
• Develop and present financial planning recommendations and/or alternatives.
• Take a proactive approach to client service and collaboration with colleagues.
• Occasionally travel to see clients in our Hudson Valley location or in other states.

Qualifications for this opportunity include:

• Bachelor's degree
• 5 plus years of experience in the industry and in a financial advising role, including leading meetings, providing proactive financial planning advice and making investment recommendations.
• CFP©
• Series 65 or willingness to obtain.
• The ability to build lasting, high trust relationships with clients through exemplary client service
• Very team-oriented
• Strong, adaptive technology abilities
• Intellectual curiosity and passion for our business

We welcome a diverse pool of applicants from various backgrounds.

We look forward to meeting you!

Compensation:
$150,000-$200,000 per year