Family Wealth Strategist I

1 week ago

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

TFO Wealth Partners is seeking a Family Wealth Strategist. This position reports to the Executive Vice President.
_______________________________________________________________________________________________________________
JOB SUMMARY: A Family Wealth Strategist enjoys being the “face of the client relationship” and managing experienced Family Wealth Advisers, Associates, and Client Coordinators to respond to a broad range of client requests with the sole purpose of helping High Net Worth families become stronger, closer, and wiser about their financial future.
ESSENTIAL DUTIES + RESPONSIBILITIES

  • Excels in role of Family Wealth Adviser
  • Aligned with firm’s Core Values, Core Focus, and Vision
  • Technical Skills
  • Articulation of TDC Investment Philosophy and Strategy
  • Ability to explain “why TDC” relative to other options
  • Portfolio Design and Implementation
  • Trading
  • Knowledge and ability to give advice on topics beyond TDC investment strategy
  • Consistent competence in the “small stuff”
  • Leadership confidence in their ability to manage clients and all aspects of the engagement
  • Ability to see the big picture as it relates to clients
  • Ability to lead a complex client engagement
  • Confidence and Comfort
  • Big Picture planning
  • Clients trust them
  • Client view them as the Lead
  • Ability to draw on past experiences or experiences of others to demonstrate ideas to clients
  • Show abilities by opportunities to lead meetings with a current strategist in the room.
  • Act as Strategist for moderate clients prior to getting role change
  • Willingness to accept responsibilities of Strategist Role – after hours responsiveness to emails/calls, flexibility with time, clients first mentality, accept responsibility for your actions and the actions of your team.
  • Ability and willingness to mentor Family Wealth Associates or Advisers as needed.
  • Ability to articulate complex strategies in a simple way
  • Personal financial path commensurate with expectations of a successful financial professional.

_______________________________________________________________________________________________________________
COMPENSATION + BENEFITS
TFO Wealth Partners offers competitive compensation and benefits based on industry standards. The company benefits package includes 401(k) with a company matching program, paid holidays, and paid vacation time. Professional development is highly supported with partial and/or full company-paid professional accreditation and continuing education as well as other employee or company identified education and training opportunities.

Salary, Exempt

Additional Information about the organization | Our mission is to helping families connect their wealth and purpose®.
We are committed to providing a challenging, rewarding, and most importantly, fun environment for our team members. We believe creating an enjoyable work environment for our employees allows them to give their best efforts each day to help our clients connect wealth and purpose.

Requirements:

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES

  • Bachelor’s degree in finance or related field required
  • Series 65 or equivalent/IAR
  • CFP, CFA, or equivalent
  • Understands Investment Principles, TFO Investment Philosophy, as well as Financial Planning Principles and Tools
  • Ability to determine a prospect’s current investment holdings and asset allocation
  • Portfolio administration skills, including trading
  • Strong communication and computer skills, work well with others, attention to detail
  • 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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