Financial Advisor Associate

2 weeks ago


Hanover, Pennsylvania, United States Transcend Practice Management Full time
Position Overview

Role:
Associate Financial Advisor

Location:
Hanover, Pennsylvania (Full-time, In-Office)

Salary:
$75,000 - $80,000 annually

Transcend Practice Management is excited to offer a rewarding opportunity for a dedicated individual to become part of our well-established and thriving practice. We pride ourselves on fostering a collaborative and enjoyable work environment, where our team is committed to providing exceptional service to our clients and their families through comprehensive investment and insurance guidance.

Key Responsibilities:

  • Collaborate closely with three seasoned advisors to gain insights into our operations, clientele, and methodologies.
  • Manage and support existing client relationships without the necessity of developing a personal client portfolio.
  • Deliver informed advice on investments, risk management, annuities, and insurance products.
  • Prepare for client consultations utilizing cutting-edge technology and a supportive broker/dealer network.
  • Assist in the onboarding process for numerous referrals.
  • Conduct annual reviews and service meetings with clients.
  • Respond promptly to client inquiries and requirements.
  • Uphold ethical standards and strive for excellence in all interactions.
  • Simplify complex financial concepts for clients.

Qualifications:

  • 1-5 years of experience in the wealth management industry.
  • Possession of Series 7 and 66 licenses (or 63 and 65).
  • Meticulous attention to detail.
  • A strong desire to learn and grow professionally.
  • High ethical standards and integrity.
  • A collaborative mindset and team-oriented approach.
  • Positive demeanor and enthusiasm for the role.
  • Confidence and adaptability in various situations.
  • A commitment to assisting clients and colleagues alike.

We encourage applicants from diverse backgrounds to explore the opportunities we offer at Transcend Practice Management. We look forward to the possibility of working together.


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