What are the responsibilities and job description for the Financial Advisor position at Transcend PM?
Transcend Practice Management (TPM) is a growth partner dedicated to helping independent wealth firms overcome structural challenges and scale successfully. Founded in 2021 by Maria Considine King, a seasoned expert in advisor development, TPM specializes in practice management consulting, executive placement, and elite advisor development programs. With a proven track record, including a 97% placement success rate for senior wealth-management roles, TPM empowers firm owners to streamline operations and design effective organizational structures. By working exclusively with independent firms ready to evolve, TPM ensures tailored support that drives meaningful transformation and growth.
We are seeking a dedicated Financial Advisor for a full-time, on-site position located in Chicago, IL. The Financial Advisor will be responsible for providing comprehensive financial planning services, guiding clients in investment and retirement strategies, and offering expert financial advisory support. Day-to-day tasks will include preparing financial plans, analyzing investment opportunities, and identifying strategies to help clients achieve their long-term goals. The Financial Advisor will also build and maintain strong client relationships to ensure high levels of satisfaction and trust.
- Proficiency in Financial Planning, Finance, and Retirement Planning
- Strong knowledge of Investments and Financial Advisory practices
- Excellent communication and interpersonal skills to effectively interact with clients
- Outstanding analytical and problem-solving abilities
- Bachelor’s degree in Finance, Business, Economics, or a related field; CFP or similar designation is a plus
- Experience in client relationship management and providing customized financial solutions
- Strong ethical standards, attention to detail, and the ability to meet compliance requirements
- Proficiency in financial planning software and tools is a plus