Transcend Practice Management Jobs

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Associate Advisor at Transcend Practice Management

Hamden, CT | Full Time
$76k-97k (estimate)
3 Weeks Ago
Position: Associate Financial AdvisorLocation: Hamden, CTStatus: Full-time, in officeCompensation: $75,000 - $90,000 (based on experience)We are a steadily growing, independent wealth management firm based in Hamden, CT. Our approach to comprehensive wealth management threads together investment management, retirement planning, and risk mitigation strategies. Our mission is to help families in our community create and grow wealth through sound fi...

Executive Assistant at Transcend Practice Management

Lutz, FL | Full Time
$64k-82k (estimate)
4 Months Ago
Job Title. Executive Assistant. Location. Lutz, FL. Status. Full-time, In-office. Compensation. $80,000 - $90,000. We are a tight-knit wealth management firm serving successful professionals business owners, individuals and families. For 40 years, we have taken pride in providing holistic financial and life planning for all our clients, with honesty and care. We pride ourselves on our white-glove service experience grounded in integrity, passion,...
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