Wealth Management Associate
7 days ago
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
- 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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