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Hybrid Financial Advisor - Path to Lead Advisor

Transcend Practice Management, Worcester, MA, United States


Transcend Practice Management is seeking a Financial Advisor in Worcester, MA. This full-time role is focused on building strong client relationships and delivering personalized financial plans. Candidates should possess a Bachelor’s degree, CFP designation, and over 5 years of relevant experience. The position offers a competitive salary ranging from $110,000 to $125,000 per year, and supports continuous learning and professional growth. Join our team and make a meaningful impact in clients' lives.
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