Senior Financial Planner jobs in United States
cer-icon
Apply on Employer Site
company-logo

Transcend PM · 3 months ago

Senior Financial Planner

positionLutz, FL, United States
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
money$100K/yr - $120K/yr
date8+ years exp

Transcend Practice Management is a tight-knit wealth management firm with over 40 years of experience in providing holistic financial and life planning services. They are seeking a Senior Financial Planner to partner with Financial Advisors, prepare for meetings, and lead client discussions, ultimately playing a crucial role in supporting financial advisors and serving valued clients.

Financial Services

Responsibilities

Provide technical, organizational and content support to the firm’s advisors
Participate in planning meetings, listen carefully, and collaborate to plan strategies
Create financial planning folders, agendas, gather supporting documentation, and assist advisors with preparation for client meetings
Follow through on post-meeting activities, including updating client data, synthesizing notes, and completing communications in CRM
Produce and update financial models and analyses using various software applications, while keeping meticulous records of interactions and planning progress
Send, receive, and process client documents and communications
Continuously build relationships with colleagues and clients, understanding their unique circumstances, connections, talents, and interests
Stay current on trends in the financial planning area

Qualification

CFPSeries 766 licenses8+ years wealth managementTax planningMicrosoft Office SuiteCommunicationRelationship managementClient-first attitudeEmpathyKindnessOrganizational ability

Required

Bachelor's degree (minimum) in finance or related studies
CFP
Series 7, 66 and Insurance licenses
8+ years' experience in wealth management
6+ years in role (or similar)
Strong tax and estate planning experience
Excellent communication and relationship management skills
Proficiency in Microsoft Office Suite, knowledge of CRMs
Demonstrated job stability and career progression

Company

Transcend PM

twitter
company-logo
You are not only a financial advisor--you are an entrepreneur and a business owner.
dateFounded in 2021
location
Concord, MA, US
people-size2-10 employees
web-link
http://www.transcend-pm.com

Funding

Current Stage
Early Stage

Leadership Team

leader-logo
Maria Considine King, MBA, CPC
President, Founder
linkedin
Company data provided by crunchbase