Wealth Advisor - Client-Focused Planning & Growth

Transcend Practice Management; Cheshire (CT); On-site; USD 100,000 - 110,000; Full time

Job summary

Transcend Practice Management is seeking a Wealth Advisor to support client relationships and develop new connections in Cheshire, CT. This full-time role offers a competitive salary range of $100,000 to $110,000 and a performance-based bonus. Candidates should possess a B.A. or B.S. in Business and have the Series 7 and Series 66 licenses. Strong communication skills, attention to detail, and a proactive, client-centric attitude are essential for success in this position.

Qualifications

• B.A or B.S. in Business; advanced degree/designation preferred.
• Series 7 and Series 66 required.
• CFP, preferred or willingness to enroll in CFP Certification Program.

Responsibilities

• Help individuals meet their unique financial needs.
• Develop and monitor financial planning recommendations.
• Establish and define client-planner relationships.

Skills

Client-centric attitude

Strong communication skills

Attention to detail

Team player

Time management skills

Writing skills

Education

B.A or B.S. in Business

CFP preferred

Series 7 and Series 66

Tools

MS Office Suite

MoneyGuidePro

Allbridge

Morningstar Advisor

Job description

Transcend Practice Management is seeking a Wealth Advisor to support client relationships and develop new connections in Cheshire, CT. This full-time role offers a competitive salary range of $100,000 to $110,000 and a performance-based bonus. Candidates should possess a B.A. or B.S. in Business and have the Series 7 and Series 66 licenses. Strong communication skills, attention to detail, and a proactive, client-centric attitude are essential for success in this position.