Transcend Practice Management
Associate Financial Advisor
Transcend Practice Management, Pittsfield, Massachusetts, us, 01201
Associate Advisor
Location: Pittsfield, MA (Full time, Hybrid)
Compensation: $95,000 - $115,000 (salary + projected incentive compensation)
We are a holistic financial services firm based in southern New England offering a wide range of financial planning solutions. We are looking for energetic individuals who will bring a fresh perspective and innovative touch to a traditional concept. The firm’s culture is steeped in core values that are integral to its success. We are looking for an
Associate Advisor
to join our office in Pittsfield, MA. As the
Associate Advisor , you will conduct client meetings to understand each client’s individual goals and needs, create and implement holistic financial plans to meet them, and build lasting client relationships for an elevated client service experience. You will participate in every stage of the financial planning process – including initial fact-finding, creation and execution of holistic financial plans, and servicing of existing financial plans – and support existing client relationships in conjunction with senior advisors. Some of the top qualities that we seek in new team members include:
A sincere commitment to both client and team success. A personal interest in continuous education and new planning concepts in the wealth management industry. Reliability, integrity, and a proven record of strong client relationship-building. Exceptional communication skills, both written and verbal. As an
Associate Advisor , you will be responsible for the following:
Conducting client meetings and reviews to assess their financial goals and taking the time to build deep, lasting relationships with each client. Creating holistic financial plans which combine cash flow analysis, investment management, insurance, retirement, tax, and estate planning. Monitoring and servicing existing financial plans in partnership with senior advisors and demonstrating a thorough understanding of our investment management principles. Contributing to the team's success by providing support, assistance, and expertise wherever applicable. This involves working collaboratively with others, sharing knowledge, and helping to solve problems together.
Qualifications for this role include:
Bachelor’s degree 5+ years’ experience as a Financial Advisor in a planning capacity. Series 65 license CFP Designation, or willingness to work toward obtaining one as soon as possible, paid for by the firm. Excellent relationship building and communication skills. A track record of successful client service and diligent attention to client’s unique financial planning needs. Experience in working with financial planning software (experience with eMoney or MoneyGuidePro a plus). Experience with a CRM system (Wealthbox experience a plus). Ability to coordinate efforts with team members to accomplish tasks and deliver results on time and in good order. Willingness to act as an ambassador for the firm to our clients as well as others in the local community.
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. We look forward to meeting you!
#ZR
We are a holistic financial services firm based in southern New England offering a wide range of financial planning solutions. We are looking for energetic individuals who will bring a fresh perspective and innovative touch to a traditional concept. The firm’s culture is steeped in core values that are integral to its success. We are looking for an
Associate Advisor
to join our office in Pittsfield, MA. As the
Associate Advisor , you will conduct client meetings to understand each client’s individual goals and needs, create and implement holistic financial plans to meet them, and build lasting client relationships for an elevated client service experience. You will participate in every stage of the financial planning process – including initial fact-finding, creation and execution of holistic financial plans, and servicing of existing financial plans – and support existing client relationships in conjunction with senior advisors. Some of the top qualities that we seek in new team members include:
A sincere commitment to both client and team success. A personal interest in continuous education and new planning concepts in the wealth management industry. Reliability, integrity, and a proven record of strong client relationship-building. Exceptional communication skills, both written and verbal. As an
Associate Advisor , you will be responsible for the following:
Conducting client meetings and reviews to assess their financial goals and taking the time to build deep, lasting relationships with each client. Creating holistic financial plans which combine cash flow analysis, investment management, insurance, retirement, tax, and estate planning. Monitoring and servicing existing financial plans in partnership with senior advisors and demonstrating a thorough understanding of our investment management principles. Contributing to the team's success by providing support, assistance, and expertise wherever applicable. This involves working collaboratively with others, sharing knowledge, and helping to solve problems together.
Qualifications for this role include:
Bachelor’s degree 5+ years’ experience as a Financial Advisor in a planning capacity. Series 65 license CFP Designation, or willingness to work toward obtaining one as soon as possible, paid for by the firm. Excellent relationship building and communication skills. A track record of successful client service and diligent attention to client’s unique financial planning needs. Experience in working with financial planning software (experience with eMoney or MoneyGuidePro a plus). Experience with a CRM system (Wealthbox experience a plus). Ability to coordinate efforts with team members to accomplish tasks and deliver results on time and in good order. Willingness to act as an ambassador for the firm to our clients as well as others in the local community.
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. We look forward to meeting you!
#ZR