Retirement Plans Adviser

2 weeks ago

Maumee, United States TFO Wealth Partners Full time
Job DescriptionJob DescriptionDescription:

TFO Wealth Partners is seeking a Retirement Plan Adviser. This position reports to the Director, Retirement Plans.


JOB SUMMARY

Educate participants: Engage participants in discussions involving retirement savings and long-term investing.

  • Provide a compass that points toward doing right by participants at every opportunity to change their future.
  • Use investigative skills: Resolve participant issues by using technology and business authorities within TFO to identify efficient and effective methods to meet client goals.
  • Be consultative: Recommend appropriate solutions to participants which align to their goals and promote TFO growth.
  • Build positive relationships: Work in a team-based environment with a diverse group of associates focused on meeting the needs of the company and participants.
  • Have a defined model of success: Participate in our pay-for-performance culture where employees feel empowered to own their career with a focus on addressing participants’ needs, personalizing each interaction, and valuing participants and their time.

ESSENTIAL DUTIES + RESPONSIBILITIES

  • A strong desire to Help Families connect their Wealth & Purpose
  • Ability to work with clients to understand their financial goals and objectives
  • Work with Advisers to prepare client plans and reports for meetings
  • Ability and desire to work in a fast-paced environment
  • Communicate client needs to the Client Service team
  • Participate in and contribute to Adviser Team discussions and planning decisions of client situations
  • Monitor client accounts for liquidity, drift and allocation concerns
  • Participate in the development of prospect recommendations and coordinate the new client onboarding process
Requirements:

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES

  • Bachelor’s degree in finance or related field required
  • 3 years of experience directly related to this position desired
  • Possess credentials to be an Investment Advisor Representative
  • Chartered Retirement Planning Counselor (CRPC) or Chartered Retirement Plan Specialist (CRPS) preferred
  • Advanced understanding of investment principles, financial planning principles and tools, and understanding of other investing approaches
  • Excellent communication, listening, consultation, organization, multi-tasking, prioritization, problem solving, and customer service skills
  • Eager to seek continued industry education

OTHER SKILLS:

  • Possesses ability to maintain professional composure in a dynamic work environment that often requires the management of multiple and competing priorities.
  • Demonstrates willingness to be a contributing and engaged member of team by sharing knowledge, working towards common goals and maintaining a positive attitude.
  • Professional-level Communication, Listening, Organizational, Prioritization, Problem-solving, and Client Service skills
  • Strong work ethic, ability to multitask, efficient time management, detail-oriented
  • Experience of working in a highly customer focused service delivery role
  • Ability to work well with others in a team
  • An excellent customer focused manner at all times
  • Ability to work independently and meet deadlines
  • Ability and desire to work in a fast-paced environment
  • Ability to be proactive and to possess strategic thinking skills
  • Ability to manage change
  • A very high standard of personal responsibility
  • A good eye for detail and a desire to take responsibility, through to resolution, for issue and concerns generated by our customers
  • A willingness to participate in training and coaching; openness to mentoring and feedback for continuous improvement
  • Ability to anticipate needs, adapt and be flexible

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