Financial Planning Associate

2 days ago


Lacey, Washington, United States Transcend Practice Management Full time
About the Role

We are seeking a highly motivated and detail-oriented Financial Planning Associate to join our team at Transcend Practice Management. As a key member of our team, you will play a vital role in developing and maintaining strong relationships with our clients, creating tailored financial plans, and providing ongoing advice and support to ensure they achieve their financial goals.

Key Responsibilities
  • Maintain and strengthen client relationships through regular communication and proactive support
  • Gather data on client goals and vision to develop comprehensive financial plans
  • Present and implement financial plans, ensuring clients remain on track with their objectives
  • Provide ongoing advice and support to clients, addressing their questions and concerns promptly
  • Stay current on industry developments, regulatory issues, and client needs to enhance the firm's reputation and visibility
Requirements
  • Bachelor's degree required
  • CFP certification required or willingness to obtain
  • Series 65 (or Series 7/66 Equivalent)
  • Strong understanding of financial planning concepts and terminology
  • Comfortable discussing estate and tax planning issues
  • Experience with financial planning software such as Right Capital, Morningstar Advisor Workstation, Holistiplan, and Income Lab preferred
  • 2-5 years of experience working in a fiduciary capacity as a Financial Planner
About Us

Transcend Practice Management is a holistic financial planning firm built on three guiding principles: Integrity, Relationships, and Community. Our mission is to empower our clients to achieve financial security and fulfill their dreams for themselves, their families, and their communities. We specialize in serving those nearing retirement, investing with an emphasis on sustainability and socially responsible investing to ensure our clients meet their financial goals without compromising on their core values.



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