Wealth Manager

Job overview

The Wealth Manager role is full-time and in-office in Fairfax, VA. Salary is $90,000–$105,000 per year, with an additional performance-based bonus of up to 20%. Transcend Practice Management is an independent advisory firm focused on comprehensive, values-based wealth management. The Wealth Manager supports Financial Advisors and helps maintain long-term client relationships through meeting preparation, onboarding, follow-up, and account administration. The role contributes to responsive client service and the firm’s fiduciary approach to financial planning and investment advice.

What you'll do

• Build and maintain client relationships
• uphold fiduciary commitments through sound judgment and ethical decisions
• monitor next steps and client interaction cadence
• update account links and monitor money movement
• maintain tax returns, estate-planning documents, and account statements
• prepare for and help administer client meetings
• take notes and manage follow-up
• process paperwork and track transfers at an advisor’s direction
• prepare summary emails.

What we're looking for

Skills & competencies

wealth manager

full-time

fairfax va

transcend practice management

financial planning

wealth management

client relationships

fiduciary

series 65

bachelor’s degree

$90k–$105k

performance bonus

Work arrangement

• Weekend coverage required

Why this role

The firm describes a holistic approach to clients’ personal, relational, and financial well-being and a collaborative, team-oriented culture.

About the employer

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