Apply on Employer Site

Transcend PM · 4 months ago

Lead Advisor/Relationship Manager

United States

Full-time

Remote

Senior Level

$190K/yr - $220K/yr

5+ years exp

Transcend PM is an independent advisory firm focused on ESG, sustainability, and social justice. They are seeking a Lead Advisor/Relationship Manager to handle financial planning and investment management for clients, emphasizing high-quality client service and relationship building.

Responsibilities

Take ownership of financial planning and investment management

Continuously maintain client relationships, understanding their unique circumstances, connections, and interests

Analyze client’s income and asset situation; review and update client’s financial situation

Develop and present financial planning recommendations and/or alternatives

Take a proactive approach to client service and collaboration with colleagues

Occasionally travel to see clients in our Hudson Valley location or in other states

Qualification

Financial PlanningInvestment ManagementCFP® CertificationSeries 65Client Relationship ManagementAdaptive Technology SkillsIntellectual CuriosityTeam-oriented

Required

Bachelor's degree

5 plus years of experience in the industry and in a financial advising role, including leading meetings, providing proactive financial planning advice and making investment recommendations

CFP®

Series 65 or willingness to obtain

The ability to build lasting, high trust relationships with clients through exemplary client service

Very team-oriented

Strong, adaptive technology abilities

Intellectual curiosity and passion for our business