Senior Wealth Advisor — Hybrid

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.

For the Senior Wealth Advisor — Hybrid, $125k–$150k position at Transcend Practice Management, Inc., we are reviewing applications now.

We are seeking a motivated Senior Wealth Advisor — Hybrid, $125k–$150k to join Transcend Practice Management, Inc. in Great Barrington, MA, United States.

Consider building your career as a Senior Wealth Advisor — Hybrid, $125k–$150k at Transcend Practice Management, Inc.

The Senior Wealth Advisor — Hybrid, $125k–$150k position in the Finance field is open for applications.