Transcend PM · 4 months ago
Senior Financial Advisor
Midland, MI, United States
Full-time
Onsite
Senior Level, Lead/Staff
$160K/yr - $180K/yr
8+ years expTranscend PM is an employee-owned holistic financial services firm based in Midland, MI, dedicated to providing a wide range of financial planning solutions. They are seeking a highly motivated Senior Financial Advisor to build strong relationships with clients, assist them in attaining their financial goals, and manage all aspects of financial planning and investment management.
Responsibilities
Manage client relationships through ongoing client communication to establish and maintain a complete understanding of their financial objectives
Identifying and delivering exceptional client-focused customer service in all aspects of asset management, financial plan development, and estate planning
Serve as the primary point of contact for client relationships
Lead client meetings and present financial plans
Deliver educational presentations to clients and staff
Oversee and monitor individual investment portfolios while ensuring alignment with client goals and objectives
Mentor and train junior team members
Consult with attorneys, accountants, and other advisors on financial, estate and tax planning
Develop new client relationships via existing client referrals and local centers of influence
Qualification
Required
Bachelor's Degree from an accredited college or university
CFP designation
8+ years of experience in the industry
8+ years in an advisory role
Proficiency with computer programs, including Microsoft Office Suite, financial planning and account management software, MoneyGuidePro experience is a plus
Technical knowledge and experience in all aspects of financial planning, including financial planning, wealth management, qualified plan acumen, and estate planning
Demonstrated growth in current or past roles
Exceptional listening, verbal, and written communication skills
Ability to manage multiple projects and deadlines, with keen attention to detail
Strong coaching and leadership skills
Ability and desire to work successfully in a small company environment
Benefits
Incentive
Company
Transcend PM
You are not only a financial advisor--you are an entrepreneur and a business owner.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Maria Considine King, MBA, CPC
President, Founder
Company data provided by crunchbase