Wealth Management Service Advisor - Transcend Practice Management

Wealth Management Service Advisor

Location: Langhorne, PA

Compensation: $105,000 - $125,000

Status: Full Time; Hybrid

Are you looking for a new opportunity to be part of a growing team with the infrastructure in place to allow you to deliver a holistic planning process? Does working collaboratively with an established team that provides a supportive and inclusive work culture sound like fun? This is a chance to be a part of a forward-thinking and innovative company!

As a leader in providing comprehensive financial services, we specialize in unique executive benefits, career transitions, divorce negotiations, and family wealth management. Our mission is to guide busy women and their partners through financially and emotionally complicated hurdles, creating space for more amazing life experiences on the other side.

If you want to join a firm with high standards and high-quality service, our role as a Service Advisor may be for you. The successful candidate will provide expert financial guidance and personalized solutions to our clients, helping them navigate complex financial situations and achieve their financial goals. The Service Advisor will play a crucial role in building and maintaining client relationships and delivering exceptional service.

The attributes that we look for in teammates include:

• A strong desire to be a team player
• Energy and enthusiasm
• Commitment to exceeding client expectations
• Meticulous listening skills
• An ability to work autonomously as well as collaboratively to contribute to the overall excellence of the client experience
• Flexibility and openness to work on varied priorities
• An ability to learn quickly and improve upon established methods
• Excellent communication and relationship management skills; ability to convey complex ideas in easy-to-understand terms
• Excellent process and detail orientation skills
• An ability to quickly connect with others and to build solid relationships within the firm and across the client base
• A long view of the opportunities presented by the firm, and the industry overall

Key Responsibilities:

• Provide comprehensive financial planning and advisory services to clients.
• Develop and implement tailored financial plans to meet clients' specific needs and goals.
• Assist clients with executive compensation, career transitions, divorce planning, and family wealth management.
• Monitor and manage clients' financial portfolios, ensuring alignment with their objectives.
• Identify and address clients' financial concerns, offering informed solutions and strategies.
• Stay up-to-date with market trends, financial products, and regulatory changes.
• Collaborate with other team members to enhance service delivery and client satisfaction.
• Maintain accurate and detailed records of client interactions and financial plans.
• Conduct regular reviews and assessments of clients' financial situations and adjust plans accordingly.
• Collaborate with the team to master the processes and systems that underlie the firm’s value proposition.
• Ensure a consistent experience for all clients of the firm by producing client deliverables in a timely, accurate, and informative manner.

Qualifications:

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Series 7, Series 65 or 66 (Investment Advisor License)
• Insurance license preferred
• 5+ years of industry experience
• Proven experience as a Financial Advisor or similar role.
• Strong knowledge of financial planning, investment management, and wealth management.
• Excellent analytical and problem-solving skills.
• Exceptional communication and interpersonal skills.
• Ability to build and maintain long-term client relationships.
• Proficiency in financial planning software and tools.
• Strong Excel skills
• Certified Financial Planner (CFP) designation or similar certification is preferred.
• High ethical standards and a commitment to fiduciary duty.

Team members will join a team that enjoys working together in an environment built for professionalism and quality. With a small growing team, the opportunities are endless. Your commitment to our firm will be reciprocated by our investment in you and your future!

Get in touch today so that we can get to know you! As a Service Advisor, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!