Wealth Advisor
Transcend Practice Management
📍 Cheshire, Connecticut, United States
Job Description
Job title: Wealth Advisor
Location: Cheshire, CT
Status: Full Time; hybrid (1 day a week WFH)
Compensation: $110,000 - $120,000 (base salary) + 25% Bonus (based on performance)
As a family business, we treat every client like our own, prioritizing their best interests and guiding them toward their unique goals—and a secure financial future—with transparency, trust, and expertise.
Our mission is to enable individuals and families to transform their financial resources into opportunities for a secure and fulfilling life.
Sound appealing? We are expanding our excellent team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome a
Wealth Advisor to the team who will s...