Wealth Advisor

Transcend Practice Management

  • West Hartford, CT
  • $150,000-160,000 per year
  • Permanent
  • Full-time
  • 2 months ago
Wealth Advisor
Location: West Hartford, CT
Salary: $150,000 – $160,000 base salary, based on experience
Full time; HybridWe are an independent advisory firm committed to comprehensive, holistic financial planning. Our team-oriented culture thrives on collaboration, a strong work ethic, and open communication. As a small, dedicated team of wealth advisory professionals, we are proactive, laser-focused and 100% committed to ensuring our client’s satisfaction and success. We value individuals who are passionate about both personal and professional growth, and we welcome like-minded professionals to grow with us.We are currently seeking a Wealth Advisor to support and contribute to our firm and our continued expansion. You will bring a meaningful track record of in-depth knowledge, naturally seize opportunities to share our firm’s success story to attract new clients, have an enthusiasm for a high touch client experience and a passionate belief in the tenets of financial planning.This role offers a long-term path toward leadership and equity participation as part of our succession strategy.Who You Are:
  • You see being a financial advisor not just as a profession, but as a calling.
  • Serving clients is a privilege you honor with dedication, integrity, and care.
  • You have an entrepreneurial drive and enjoy having skin in the game.
  • You bring a strong work ethic, balanced by a sense of humor and a genuine appreciation for quality of life.
  • You are committed to enhancing the client experience while actively contributing to the firm’s growth with your entrepreneurial spirit.
  • You embrace continuous self-improvement and value constructive feedback as a path to growth.
As a Wealth Advisor, you will manage all aspects of financial planning and investment management for our valued clients. Your role includes leading regular review meetings, initiating proactive client outreach, and responding to inquiries with insight and care. In addition to delivering an exceptional client experience, you will actively contribute to the firm’s growth through business development and relationship cultivation.In your new role, you can expect to:
  • Take ownership of financial planning and investment management.
  • Develop comprehensive financial plans tailored to clients’ goals, risk tolerance, and life stages.
  • Continuously maintain client relationships, understanding their unique circumstances, connections, and interests.
  • Contribute to our organic growth annually through existing clients and acquisitions.
  • Develop and present financial planning recommendations and/or alternatives.
  • Take a proactive approach to client service and collaboration with colleagues.
Qualifications for this Opportunity:
  • Bachelor’s degree or higher
  • Demonstrated experience in insurance and estate planning
  • A minimum of 5 years of industry experience in a Financial Advising role
  • Proficiency with key wealth management tools and platforms such as eMoney, Nitrogen, Holistiplan, Envestnet Tech, Redtail, and Wealthbox
  • CFP® certification preferred
  • Series 7 and 66 licenses preferred
  • Established relationships with centers of influence who share our values and ethos, preferred
  • Proven ability to build lasting, high-trust client relationships through exceptional service
  • Strong technical aptitude, adaptability with technology, and keen attention to detail
  • Ability to deliver cross-disciplinary advice across all areas of financial planning
  • Intellectual curiosity and a genuine passion for the financial advisory profession
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 for both of us. We look forward to meeting you.

Transcend Practice Management