Wealth Advisor

Transcend Practice Management; New York (NY); Hybrid; USD 150,000 - 200,000; Full time

Job summary

A leading independent advisory firm in New York is looking for a Client Relationship Manager to enhance client relationships and oversee financial planning. The ideal candidate will have a strong background in financial advising and a passion for exceptional client service, contributing to the firm's dynamic growth and support.

Qualifications

• 5 plus years of experience in the industry, including in a financial advising role.
• Series 65 or willingness to obtain.
• Strong, adaptive technology abilities.

Responsibilities

• Handle all aspects of financial planning and investment management.
• Continuously maintain client relationships, understanding their unique circumstances.
• Develop and present financial planning recommendations.

Skills

Client Service

Financial Planning

Investment Management

Relationship Building

Adaptive Technology Skills

Education

Bachelor’s degree

CFP

Job description

Client 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 Client 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 Client 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 and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us. We look forward to meeting you!

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