Senior Wealth Advisor — Hybrid, $125k–$150k

Transcend Practice Management, Inc.; Great Barrington (MA); Hybrid; USD 125,000 - 150,000; Full time

Job summary

Transcend Practice Management, Inc. in Great Barrington, MA, is seeking an experienced Wealth Manager to join our fee-only advisory practice.

This full-time, hybrid role (2 days remote) focuses on relationship management, financial planning, and portfolio oversight for high-net-worth clients. You will develop and retain client relationships, create financial plans, manage portfolios, and coordinate with our advisory team to deliver comprehensive wealth management services.

Qualifications

• Bachelor’s degree in finance or related field.
• 5 years of experience in wealth management.
• 3+ years in an advisory or associate advisory role.
• Series 65 required.
• CFP, ChFC, CIC, PFS a plus.
• Strong knowledge of holistic financial planning concepts.
• Familiarity with Tamarac, MoneyGuide Pro, or Holistiplan is a plus.
• Excellent interpersonal and written communication skills.

Responsibilities

• Participating in fact-finding meetings to assess clients’ goals and needs.
• Developing goal-based strategies spanning financial planning and portfolio management.
• Maintaining and creating financial plans and managing client portfolios.
• Developing presentations to educate clients about planning options and investment approach.
• Complying with SEC and state regulations and continuing education requirements.

Skills

Interpersonal skills

Oral and written communication

Problem-solving

Attention to detail

Client-facing experience

Team collaboration

Education

Bachelor’s degree

Tools

Tamarac

MoneyGuide Pro

Holistiplan

Job description

Transcend Practice Management, Inc. in Great Barrington, MA, is seeking an experienced Wealth Manager to join our fee-only advisory practice.

This full-time, hybrid role (2 days remote) focuses on relationship management, financial planning, and portfolio oversight for high-net-worth clients. You will develop and retain client relationships, create financial plans, manage portfolios, and coordinate with our advisory team to deliver comprehensive wealth management services.