Wealth Manager

Transcend Practice Management, Inc.; Fairfax (VA); On-site; USD 90,000 - 105,000; Full time

Job summary

Transcend Practice Management, Inc. in Fairfax, VA, seeks a Wealth Manager to support Financial Advisors by preparing for client meetings, attending meetings, and handling post-meeting tasks in a full-time, in-office role.

The role emphasizes relationship-building, fiduciary responsibility, and delivering exceptional client service within a collaborative team environment.

Qualifications

• 3 to 5 years of experience in financial planning or wealth management.
• Bachelor's degree required.
• Active Series 65 required.
• CFP or CHFC preferred (or willingness to obtain).
• Demonstrated relationship management experience.
• Proficiency with planning and CRM tools.

Responsibilities

• Build and maintain strong client relationships by understanding each client's goals and personal interests.
• Uphold fiduciary commitment through sound judgment and ethical decision-making.
• Be proactive and relationship-centric in client service.
• Help Advisors deliver outstanding service to various clients.

Skills

Relationship management

Client communication

Time management

Financial planning

CRM tools proficiency

Education

Bachelor's degree

Active Series 65

CFP or CHFC preferred

Job description

Wealth Manager

Location: Fairfax, VA

Salary: $90K-$105K; additional performance-based bonus of up to 20%

Full time; In-office

We are an independent advisory firm committed to comprehensive, values based wealthmanagement. Our team-oriented culture thrives on collaboration, a strong work ethic, andopen communication. We take a holistic view of wealth, one that considers our clients'personal, spiritual, relational, and financial well-being. Our firm believes that everyone is madein God’s image and has been created with particular skills and purpose. Every person deservesrespect and we are committed to working diligently in pursuit of stewardship throughexcellence. We value individuals who have a north star, drive and tenacity as well as a servantattitude. We welcome like-minded professionals to grow with us.

Our approach includes asset protection, estate and retirement planning, cash flowmanagement, tax considerations, and investment advice. We partner with attorneys, taxspecialists, and other outside professionals so that each client's full financial picture is covered.We treat every client relationship as a long-term partnership, not a one-time transaction, andwe are known for reliable onboarding, clear communication, and responsive service.

We are currently seeking a Wealth Manager to join our growing team. The Wealth Manager will support Financial Advisors by preparing for client meetings, sitting in at meetings to learn the firm's approach, and handling critical post meeting tasks, either directly or through delegation.

The Attributes We Look For

• Desire to be a long-term contributing member of the team and firm
• A sincere commitment to earning each client's trust by doing what's best for them
• Exceptional listening and communication skills, with a genuine curiosity about people
• Humility and high responsiveness toward client needs
• A self-start mindset with strong time management and the ability to balance competingpriorities.
• Careful attention to detail combined with the ability to move work forward efficiently
• Ability to work autonomously within areas of responsibility, as well as collaborativelywith the broader team.
• Strong interpersonal skills and the ability to build rapport easily with clients, colleagues,and community contacts.
• Persistence, patience and tenacity
• Adherence to rules established by the firm and the industry
• Willingness to share your point of view, while accepting that it may not be the oneadopted.

What You Can Expect to Do

• Build and maintain strong client relationships by understanding each client's uniquegoals, connections, and personal interests.
• Uphold the firm's fiduciary commitment through sound judgment and ethical decisionmaking.
• Be proactive and relationship-centric
• Help Advisors Deliver Outstanding Service to Various Clients

Proactively ensures “next steps” and that interaction cadence matches coding

Updates account “links” and monitors money movement: SWPs/PIPs/BEPs/RMDs-QCDs

Maintains current income tax returns, EP docs and non-Clarion acct statements

• Help Prepare Advisors for and Administrates Client Service Meetings

Pulls - Reviews File: primary goals / recent history / account features / etc.. (2weeks prior)

Helps conduct the service meeting – using model – scripting, protocol andprocedures

• Support Advisors / Administrate the Onboarding of New Clients

Responsible for all notetaking during interactions and managing follow-up items

At the direction of the advisor, process all paperwork and track transfers

Creates summary emails – delivers to Advisor within two days

Qualifications

• A minimum of 3 to 5 years of experience in financial planning or wealth management,including 3 to 5 years in a similar role.
• Bachelor's degree required
• Active Series 65, required
• CFP or CHFC preferred (or willingness to obtain)
• Demonstrated relationship management experience
• Proficiency with planning and CRM tools.

We welcome a diverse pool of applicants from various backgrounds and encourage you toapply to learn more about what our firm offers and whether it might be a great fit for both ofus. We look forward to meeting you.