Wealth Management Associate

7 days ago


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

We are seeking a highly motivated and detail-oriented Wealth Management Associate to join our team at TFO Wealth Partners.

The ideal candidate will have a strong understanding of investment principles, financial planning tools, and excellent communication skills.

The salary for this position is estimated to be around $55,000 - $65,000 per year, depending on experience and location.

Key Responsibilities
  • Assist in preparing meeting materials and formulate viable financial strategies
  • Support Family Wealth Strategists and Relationship Managers in client teams
  • Develop technical skills in portfolio administration and trading
  • Provide exceptional client service and maintain professional composure in dynamic work environments
Requirements
  • Bachelor's degree in finance or related field required
  • Series 65 or equivalent/IAR within one year of obtaining position
  • Strong communication and computer skills, with attention to detail
  • Eager to seek continued industry education and training

TFO Wealth Partners offers competitive benefits and a fun work environment. We believe creating an enjoyable workplace allows employees to give their best efforts each day to help clients connect wealth and purpose.



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