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Senior Financial Consultant

2 months ago

Albany, New York, United States Transcend Practice Management Full time
Job Overview

We are seeking a highly skilled Senior Financial Advisor to join our team at Transcend Practice Management. As a key member of our financial services team, you will be responsible for providing exceptional client service, building lasting relationships, and driving business growth.

Key Responsibilities
  • Lead client meetings to understand their financial goals and needs, and create personalized financial plans to meet their objectives.
  • Develop and implement holistic financial strategies that combine cash flow analysis, investment management, insurance, retirement, tax, and estate planning.
  • Acquire new clients through referrals, community outreach, and business development efforts.
  • Collaborate with the team to achieve business targets and contribute to the firm's success.
Requirements
  • Bachelor's degree.
  • 8+ years' experience as a Financial Advisor in a planning capacity.
  • Series 65 license.
  • CFP Designation, or willingness to work toward obtaining one as soon as possible.
  • Excellent relationship building and communication skills.
  • A track record of successful business development and client acquisition.
  • Experience with financial planning software and CRM systems.
About Us

We are a holistic financial services firm based in southern New England, offering a wide range of financial planning solutions. Our culture is built on core values that drive our success, and we are looking for individuals who share our passion for delivering exceptional client service.