Wealth Advisor - Client-Focused Planning & Growth

Transcend Practice Management is seeking a Wealth Advisor to support client relationships and develop new connections in Cheshire, CT. This full-time role offers a competitive salary range of $100,000 to $110,000 and a performance-based bonus. Candidates should possess a B.A. or B.S. in Business and have the Series 7 and Series 66 licenses. Strong communication skills, attention to detail, and a proactive, client-centric attitude are essential for success in this position.
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