Family Wealth Associate I

3 months ago

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

TFO Wealth Partners is seeking a Family Wealth Associate. This position reports to a Family Wealth Strategist.

_______________________________________________________________________________________________________________

JOB SUMMARY: A Family Wealth Associate enjoys working directly with experienced Wealth Strategists and Relationship Managers to prepare meeting materials, formulate viable financial strategies, and 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

  • Desire to learn and develop as a financial professional
  • Aligned with firm’s Core Values, Core Focus, and Vision
  • Desire to support Family Wealth Strategist and Advisers on their client teams
  • Technical Skills you will learn as a Family Wealth Associate
  • Support Lead and Relationship Managers, as needed
  • Understanding of and ability to help with NAST and Coordinator functions
  • New Prospect analysis and recommendations
  • New Client on-boarding and implementation
  • Portfolio Administration and Trading
  • Financial- and Goals-based planning
  • Existing client meeting preparation and follow-up
  • Client Service situations and solutions
  • TDC technology platforms to enhance the client experience
  • Demonstrate consistent ability to make notes and document information as needed in our systems
  • Ability to work well on teams and independently
  • Excellent critical thinking, written, and verbal skills
  • Ability to be mentored by Family Wealth Adviser or Strategist


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

_______________________________________________________________________________________________________________

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 help families Connect 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
  • Understands Investment Principles, TFO Investment Philosophy, as well as Financial Planning Principles and Tools
  • Series 65 or equivalent/IAR within one year of obtaining position
  • Ability to determine a prospect’s current investment holdings and asset allocation
  • Basic portfolio administration skills, including trading
  • Strong communication and computer skills, work well with others, attention to detail
  • Eager to seek continued industry education

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