Financial Planning Specialist

2 weeks ago


Pittsfield, Massachusetts, United States Transcend Practice Management Full time
Job OverviewWe are seeking a skilled Financial Planning Specialist to join our team at Transcend Practice Management. As a key member of our financial services team, you will play a vital role in helping our clients achieve their financial goals.

Key Responsibilities:
  • Conduct comprehensive financial planning sessions with clients to understand their unique needs and goals.
  • Develop and implement personalized financial plans that integrate cash flow analysis, investment management, insurance, retirement, tax, and estate planning.
  • Build and maintain strong relationships with clients through regular reviews and updates.
  • Collaborate with senior advisors to ensure seamless delivery of financial services.

Requirements:
  • Bachelor's degree in a related field.
  • 5+ years of experience as a Financial Advisor in a planning capacity.
  • Series 65 license.
  • CFP Designation or willingness to obtain one.
  • Excellent communication and relationship-building skills.
  • Proven track record of successful client service and attention to detail.
  • Experience with financial planning software and CRM systems.

We offer a dynamic and supportive work environment, competitive compensation, and opportunities for professional growth and development. If you are a motivated and results-driven individual with a passion for financial planning, we encourage you to apply.

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