Senior Financial Planner & Relationship Leader (Hybrid)

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

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.