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.
Responsibilities
• 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
Skills
• 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
Company Overview
• 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.