Keywords: Transcend Practice Management, Location: Glastonbury, CT

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Client Services Associate - Wealth Management

: $82,000 - $92,000 MUST HAVE EXPERIENCE IN FINANCIAL SERVICES We are a dynamic 25-person holistic financial planning practice serving the needs of high-net...-worth individuals. By combining comprehensive investment management, trust and estate planning, legacy wealth strategies...

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Company: Transcend Practice Management

Location: Glastonbury, CT

Posted Date: 12 Jan 2025

Salary: $82000 - 92000 per year

Client Service Administrator

: $82,000 - $92,000 We are a dynamic 25-person holistic financial planning practice serving the needs of high-net-worth individuals. By combining... comprehensive investment management, trust and estate planning, legacy wealth strategies, and tax planning, we help our clients...