Financial Planning Consultant

3 days ago


Maumee, Ohio, United States TFO Wealth Partners Full time
Job Summary

We are seeking a highly skilled Financial Planning Consultant to join our team at TFO Wealth Partners. This role is responsible for educating participants on retirement savings and long-term investing strategies.

The ideal candidate will have a strong desire to help families connect their wealth and purpose, with the ability to work with clients to understand their financial goals and objectives. They will also be able to prepare client plans and reports for meetings, communicate client needs to the Client Service team, and participate in adviser team discussions and planning decisions.

This is an excellent opportunity for someone who is eager to learn and grow with our company, which offers a competitive salary of $85,000 per year, depending on experience.

Bachelor's degree in finance or a related field is required, along with 3 years of experience directly related to this position. Possessing credentials as an Investment Advisor Representative is also preferred.



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