Financial Advisor
Transcend Practice Management, Worcester, MA, United States
Job title:
Financial Advisor
Location:
Chapel Hill, NC
Status:
Hybrid (2 days in office/week, Tuesday required)
Compensation:
$110,000 - $125,000
We are a comprehensive financial planning firm in Chapel Hill, NC. We provide personalized wealth management for executives and retirees, with a specialized focus on equity compensation and comprehensive financial planning. As fiduciaries, we are committed to always acting in our client’s best interests – building long-term, collaborative relationships rooted in trust, integrity, and tailored advice.
Our mission is to help individuals and families make thoughtful, informed financial decisions that support a secure and fulfilling life. Every client we serve receives a unique financial plan, reflecting their goals, values, and circumstances.
Sound appealing? We are building a team of individuals who are client-centric, intellectually curious, and committed to continuous improvement. With over 15 years in business, we are excited to welcome a Financial Advisor who is eager to contribute, grow, and make a meaningful impact.
The Financial Advisor role is a full-time, salaried position with a competitive benefits package and performance-based growth opportunities.
Attributes we are looking for:
A client-first mindset with a strong commitment to fiduciary responsibility.
A service-oriented approach, with the flexibility to adapt to each client’s unique needs and communication style.
Strong written and verbal communication skills.
A collaborative spirit and ability to work effectively within a team structure.
Intellectual curiosity and desire for continuous learning and professional growth.
Strong organizational skills and ability to work efficiently.
Comfort with technology and an interest in leveraging tools to improve client outcomes.
Integrity, accountability, and commitment to doing things the right way.
Responsibilities
Work within a collaborative 3–4-person client team, including a senior advisor, portfolio manager, and associate advisor.
Build and maintain strong client relationships, ultimately serving as primary point of contact.
Lead client meetings, communications, and implementation of financial advice as you grow in the role.
Coordinate all aspects of the financial planning process in partnership with your team.
Develop and deliver comprehensive financial plans tailored to each client’s unique situation.
Mentor and support associate advisors as part of your team responsibilities.
Contribute to firm-wide collaboration by working with all members of the Old Peak team.
Dedicate approximately 80-90% of your time to client service and 10-20% to firm growth and business development.
Progress into a lead advisor role managing 35-50 client relationships, depending on complexity.
Continue your professional development with the goal of advancing into a senior advisor role or another leadership path within the firm.
Partner with your advisor team to prepare for client meetings and gain a deep understanding of client needs.
Attend all client meetings and participate in post-meeting debriefs.
Assist in the creation and development of financial plans.
Shadow advisors on investment recommendations, portfolio rebalancing, and quarterly reporting.
Gain exposure to trading activities by working alongside the portfolio manager.
Learn operational processes, including custodial procedures and documentation.
Participate in team meetings and ongoing training sessions with internal and external experts.
Meet regularly with your Senior Advisor to review progress and identify growth opportunities.
Develop proficiency in financial planning, CRM, and document management tools.
Learn and apply the firm’s investment philosophy.
Gain exposure to key planning areas, including estate planning, equity compensation, tax planning, and insurance.
Build confidence in delivering the firm’s value proposition and service offering.
Qualifications
Bachelor’s degree required.
CFP designation required.
5+ years of experience in financial planning.
Strong communication and writing skills.
Demonstrated ability to build relationships and deliver client-focused solutions.
Comfort with financial technology and planning tools.
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!
Compensation:
$110,000-$125,000 per year
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Financial Advisor
Location:
Chapel Hill, NC
Status:
Hybrid (2 days in office/week, Tuesday required)
Compensation:
$110,000 - $125,000
We are a comprehensive financial planning firm in Chapel Hill, NC. We provide personalized wealth management for executives and retirees, with a specialized focus on equity compensation and comprehensive financial planning. As fiduciaries, we are committed to always acting in our client’s best interests – building long-term, collaborative relationships rooted in trust, integrity, and tailored advice.
Our mission is to help individuals and families make thoughtful, informed financial decisions that support a secure and fulfilling life. Every client we serve receives a unique financial plan, reflecting their goals, values, and circumstances.
Sound appealing? We are building a team of individuals who are client-centric, intellectually curious, and committed to continuous improvement. With over 15 years in business, we are excited to welcome a Financial Advisor who is eager to contribute, grow, and make a meaningful impact.
The Financial Advisor role is a full-time, salaried position with a competitive benefits package and performance-based growth opportunities.
Attributes we are looking for:
A client-first mindset with a strong commitment to fiduciary responsibility.
A service-oriented approach, with the flexibility to adapt to each client’s unique needs and communication style.
Strong written and verbal communication skills.
A collaborative spirit and ability to work effectively within a team structure.
Intellectual curiosity and desire for continuous learning and professional growth.
Strong organizational skills and ability to work efficiently.
Comfort with technology and an interest in leveraging tools to improve client outcomes.
Integrity, accountability, and commitment to doing things the right way.
Responsibilities
Work within a collaborative 3–4-person client team, including a senior advisor, portfolio manager, and associate advisor.
Build and maintain strong client relationships, ultimately serving as primary point of contact.
Lead client meetings, communications, and implementation of financial advice as you grow in the role.
Coordinate all aspects of the financial planning process in partnership with your team.
Develop and deliver comprehensive financial plans tailored to each client’s unique situation.
Mentor and support associate advisors as part of your team responsibilities.
Contribute to firm-wide collaboration by working with all members of the Old Peak team.
Dedicate approximately 80-90% of your time to client service and 10-20% to firm growth and business development.
Progress into a lead advisor role managing 35-50 client relationships, depending on complexity.
Continue your professional development with the goal of advancing into a senior advisor role or another leadership path within the firm.
Partner with your advisor team to prepare for client meetings and gain a deep understanding of client needs.
Attend all client meetings and participate in post-meeting debriefs.
Assist in the creation and development of financial plans.
Shadow advisors on investment recommendations, portfolio rebalancing, and quarterly reporting.
Gain exposure to trading activities by working alongside the portfolio manager.
Learn operational processes, including custodial procedures and documentation.
Participate in team meetings and ongoing training sessions with internal and external experts.
Meet regularly with your Senior Advisor to review progress and identify growth opportunities.
Develop proficiency in financial planning, CRM, and document management tools.
Learn and apply the firm’s investment philosophy.
Gain exposure to key planning areas, including estate planning, equity compensation, tax planning, and insurance.
Build confidence in delivering the firm’s value proposition and service offering.
Qualifications
Bachelor’s degree required.
CFP designation required.
5+ years of experience in financial planning.
Strong communication and writing skills.
Demonstrated ability to build relationships and deliver client-focused solutions.
Comfort with financial technology and planning tools.
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!
Compensation:
$110,000-$125,000 per year
#J-18808-Ljbffr