Senior Financial Planner & Relationship Leader (Hybrid)
Transcend Practice Management
Transcend Practice Management in New York, NY seeks a Lead Advisor/Relationship Manager to manage financial planning and investment services for a segment of clients with a high-touch approach. You will build and maintain strong client relationships and coordinate with investment professionals to deliver comprehensive planning. The ideal candidate has CFP certification, Series 65, a Bachelor's degree, and 5+ years in advisory roles, with a passion for client service and collaboration. #J-18808-Ljbffr
Vacancy posted 13 hours ago
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