Wealth Advisor

Job title: Wealth Advisor Location: Cheshire, CT Status: Full Time;hybrid (1 day a week WFH) Compensation: $150,000 - $175,000 (base salary) + 25% Bonus (based on performance) As a family business, we treat every client like our ow...

Lugar: Cheshire, CT | 24/07/2026 17:07:07 PM | Salario: S/. $150000 - 175000 per year | Empresa: Transcend Practice Management

Senior Tax Manager

Position: Senior Tax Manager Location: Chardon, OH Status: Full time, in office Salary: $130,000 - $150,000 in salary plus significant additional incentives We are an independent tax planning firm that has been guiding pre-retirees,...

Lugar: Chardon, OH | 22/07/2026 17:07:41 PM | Salario: S/. $130000 - 150000 per year | Empresa: Transcend Practice Management

Wealth Advisor

Job title: Wealth Advisor Location: Cheshire, CT Status: Full Time;hybrid (1 day a week WFH) Compensation: $150,000 - $175,000 (base salary) + 25% Bonus (based on performance) As a family business, we treat every client like our ow...

Lugar: Shelton, CT | 22/07/2026 17:07:08 PM | Salario: S/. $150000 - 175000 per year | Empresa: Transcend Practice Management

Wealth Management Client Concierge

Wealth Management Client Concierge Location: Willoughby Hills, OH Status: Full-time, In-office Compensation: $60,000 -- $65,000 (based on experience) We are an independent wealth management firm that has been guiding pre-retirees, r...

Lugar: Willoughby, OH | 16/07/2026 17:07:28 PM | Salario: S/. $60000 - 65000 per year | Empresa: Transcend Practice Management

Client Service Associate

Client Service Associate Location: Worcester, MA Compensation: $70,000 - $85,000 + bonus (based on experience) Status: Full time, hybrid We are an independent, fee-based investment advisory firm that specializes in active managemen...

Lugar: Worcester, MA | 03/07/2026 17:07:59 PM | Salario: S/. $60000 - 75000 per year | Empresa: Transcend Practice Management

Client Service Associate

Client Service Associate Location: Shelton, CT Compensation: $65,000 - $80,000 (based on experience) Status: Full-time;Hybrid (one day from home) We are a multigenerational firm that strives to serve our community with integrity, p...

Lugar: Shelton, CT | 30/06/2026 17:06:39 PM | Salario: S/. $65000 - 80000 per year | Empresa: Transcend Practice Management

Associate Financial Advisor

Position: Associate Financial Advisor Location: Columbus, Ohio Status: Full time, in office Compensation: $110K-$130K (based on experience) The best and brightest always have choices in the tax and financial services arena. Working ...

Lugar: Columbus, OH | 17/06/2026 17:06:52 PM | Salario: S/. $110000 - 130000 per year | Empresa: Transcend Practice Management