Wealth Manager

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

Wealth Manager

Location: Great Barrington, MA; Full-time, Hybrid (2 days per week from home)

Compensation: $125,000 – $150,000 (additional incentives second year)

We are a Massachusetts-based, fee-only investment advisory practice with the privilege of managing over one billion dollars in client assets. Our wealth management services for families and individuals encompass portfolio management, retirement planning, estate plan coordination, tax analysis and planning, and legacy wealth strategies. As a wholly owned subsidiary of a non-profit educational organization, we embody the principles of economic freedom and security in everything we do, from exceptional client service to the soundness of our investment strategies.

We are excited to announce a new opportunity for an experienced Wealth Manager to join our practice. As a Wealth Manager, you will be responsible for relationship management, financial planning, and portfolio management for clients. You will work with our team to learn how we apply financial planning and client service principles while contributing your insights. You will be responsible for developing and retaining client relationships, maintaining and creating financial plans, managing portfolios, and managing general administrative affairs alongside Client Service Associates.

In this role, you will eventually take stewardship of a segment of our existing business in addition to growing the client base. Coachability, dedication to putting clients’ interests first, and strong knowledge of core financial planning principles are essential. Personal integrity, a keen intellect, and a willingness to learn are critical to success. This position represents a genuine opportunity to contribute, participate, and share in the success of our practice.

As a Wealth Manager, you will be responsible for:

• Participating in fact-finding meetings with clients to assess their financial situation and identify their unique goals and needs.
• Utilizing widely used and specialized software to create and maintain goal-based client strategies that span financial planning, portfolio management, and tax analysis.
• Recommending and maintaining plans to help clients achieve their financial goals; identifying appropriate portfolio allocation plans and investment vehicles; assessing insurance needs, retirement accounts, foundational estate documents, and more.
• Developing presentations for clients to educate them regarding financial planning options, our approach to investment management, and ongoing investment management decisions.
• Complying with all applicable SEC , state and federal compliance regulations and any continuing education requirements.
• Qualifications for this opportunity include:
  Bachelor’s degree
• 5 years of experience in the industry
• 3+ years of experience in an advisory or associate advisory role
• Series 65 required
• CFP, ChFC, CIC, PFS a plus
• A basic knowledge of holistic financial planning concepts, including but not limited to money management, investment analysis, portfolio management, trust and estate planning, insurance recommendations, tax analysis, and legacy wealth strategies
• Familiarity with Tamarac, MoneyGuide Pro, or Holistiplan is a plus
• Strong technical skills and technological aptitude
• Coachability and the humility to absorb the collective wisdom of our senior advisors
• Excellent interpersonal skills
• Exceptional oral and written communication skills
• Meticulous attention to detail
• Experience in a client-facing capacity in wealth management
• A positive, collaborative attitude and professionalism under pressure
• Proven problem-solving and critical-thinking skills
• Aptitude for learning programs and software used in the delivery of wealth management services
• Flexibility and adaptability

We are committed to sourcing a diverse pool of applicants from various backgrounds. We urge all qualified individuals to apply and learn more about this opportunity. We look forward to meeting you!