Transcend Practice Management, Inc. in Great Barrington, MA, is seeking an experienced Wealth Manager to join our fee-only advisory practice.
This full-time, hybrid role (2 days remote) focuses on relationship management, financial planning, and portfolio oversight for high-net-worth clients. You will develop and retain client relationships, create financial plans, manage portfolios, and coordinate with our advisory team to deliver comprehensive wealth management services.
#J-18808-LjbffrSenior Wealth Advisor — Hybrid, $125k–$150k in great barrington at Unknown Company
This position is listed as full time and able to be worked remotely.