Wealth Advisor

Job overview

The Wealth Advisor role is hybrid in Cheshire, CT, with one day per week working from home. Compensation is $150,000–$175,000 per year in base salary, plus a 25% performance-based bonus. The advisor supports the firm’s lead advisor and its mission to help individuals and families pursue secure financial futures. The role retains existing client relationships and develops new connections by providing ongoing financial planning, investment and insurance recommendations, and guidance on client goals and risks.

What you'll do

• Establish client-planner relationships
• develop, present, and monitor financial planning recommendations
• review client income and assets annually
• recommend investment, insurance, estate, tax, retirement, and personal planning solutions
• comply with FINRA, SEC, and Cetera regulations
• maintain client cost basis information
• evaluate client objectives and risks
• develop relationships with in-house professionals and strategic partners
• participate in the investment committee as appropriate.

What we're looking for

Skills & competencies

wealth advisor

transcend practice management

cheshire ct

hybrid

one day wfh

full-time

$150k–$175k base

25% bonus

financial planning

series 7

series 66

client relationships

401(k)

profit sharing

Work arrangement

• Weekend coverage required

Benefits & perks

• Annual profit sharing
• 401(k) contributions
• flexible, family-first approach to work-life balance
• dedicated Client Service Manager.

Why this role

Series 7 and Series 66 are required, along with five or more years in financial services and in the role. A business bachelor’s degree is listed; CFP and insurance licenses are preferred. A dedicated Client Service Manager assists with scheduling, administration, and day-to-day maintenance.

About the employer

Transcend Practice Management is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.