Wealth Advisor - Client-Focused Planning & Growth

Job in Cheshire, New Haven County, Connecticut, 06410, USA

Listing for: Transcend Practice Management

Full Time position Listed on 2026-11-14

Job specializations:

Finance & Banking

Wealth Management, Financial Advisor / Consultant

Salary/Wage Range or Industry Benchmark: 100000 - 110000 USD Yearly USD 100000.00 110000.00 YEAR

Job Description & How to Apply Below

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.
We have an opening for a Wealth Advisor
- Client-Focused Planning & Growth in Cheshire, CT, United States within Finance. Our organisation is growing, and we are hiring a Wealth Advisor
- Client-Focused Planning & Growth in Cheshire, CT, United States. This role is for the Wealth Advisor
- Client-Focused Planning & Growth role at Transcend Practice Management.

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Wealth Advisor - Client-Focused Planning & Growth

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