Retirement Plan Advisor

4 weeks ago


Maumee, Ohio, United States TFO Wealth Partners Full time
Job Title: Retirement Plans Adviser

At TFO Wealth Partners, we are seeking a highly skilled and motivated Retirement Plans Adviser to join our team. As a key member of our wealth management team, you will play a critical role in helping our clients achieve their financial goals and secure their financial futures.

Key Responsibilities:
  • Engage with clients to understand their financial goals and objectives, and provide personalized advice and guidance to help them achieve their retirement savings goals.
  • Work closely with our investment team to develop and implement customized investment plans that meet the unique needs of our clients.
  • Provide education and support to clients on retirement planning and investment strategies, and help them make informed decisions about their financial futures.
  • Collaborate with our client service team to ensure seamless communication and delivery of services to our clients.
  • Stay up-to-date on industry trends and developments, and participate in ongoing training and professional development to enhance your skills and knowledge.
Requirements:
  • Bachelor's degree in finance or a related field.
  • 3+ years of experience in a related field, preferably in wealth management or financial services.
  • Possession of relevant certifications, such as CRPC or CRPS, is highly desirable.
  • Excellent communication, interpersonal, and problem-solving skills.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and responsibilities.

We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.



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