Family Wealth Strategist
2 weeks ago
Description
TDC Investment Advisory is seeking a Family Wealth Strategist. This position reports to the Executive Vice President.
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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.
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COMPENSATION + BENEFITS
TFO-TDC, LLC 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 Helping Families Be Families. Stronger. Closer. Wiser.
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.
#ZR
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, TDC 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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