[Remote] Private Wealth Financial Planner

🌍 Remote, USA 🎯 Full-time 🕐 Posted Recently

Job Description

Note: The job is a remote job and is open to candidates in USA. Transcend PM is a fast-growing, client-centered boutique firm specializing in personalized wealth management. They are seeking a Private Wealth Financial Planner to lead and support advanced planning for ultra-high-net-worth individuals and families, delivering comprehensive financial strategies and an exceptional client experience.

Serve as the lead planner for ultra-high-net-worth and complex client relationships
Develop, present, and maintain comprehensive financial plans including retirement, tax, estate, risk management, and investment planning
Translate complex strategies into clear, actionable recommendations
Build trusted, long-term relationships through proactive communication and high-touch service
Participate in and lead client meetings, reviews, and follow-up strategy implementation
Ensure a seamless, white-glove client experience
Collaborate with advisors and external professionals (CPAs, estate attorneys, etc.) on advanced planning strategies
Contribute to sophisticated planning opportunities that support revenue growth and deepen client relationships
Conduct financial modeling, scenario analysis, and planning projections and align investment strategies with comprehensive financial plans
Contribute to firm-wide planning standards and best practices
Support internal education around financial planning strategies
Identify opportunities to improve systems, technology, and workflows
Help drive organic growth through exceptional service and referral opportunities

CFP® designation required
3–5+ years of advanced financial planning experience, preferably with ultra-high-net-worth clients
Strong technical knowledge across retirement, tax, estate, and investment planning
Experience in presenting financial plans directly to clients
Bachelor's degree in finance, business, or related field
Knowledgeable in Excel, eMoney, tax, and planning software
Series 65

You are not only a financial advisor--you are an entrepreneur and a business owner. It was founded in 2021, and is headquartered in Concord, MA, US, with a workforce of 2-10 employees. Its website is http://www.transcend-pm.com.

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