Retirement Savings Specialist

3 weeks ago


Maumee, Ohio, United States TFO Wealth Partners Full time
Company Overview

TFO Wealth Partners is a dynamic and customer-focused service delivery role that requires a strong work ethic, ability to multitask, efficient time management, and a detail-oriented approach.

The successful candidate will have advanced understanding of investment principles, financial planning principles and tools, and other investing approaches. Excellent communication, listening, consultation, organization, multi-tasking, prioritization, problem-solving, and customer service skills are essential.

This role offers a competitive salary of $90,000 per year, depending on experience, and provides opportunities for growth and development within the company.

Possessing the ability to maintain professional composure in a dynamic work environment is crucial, along with a willingness to be a contributing and engaged member of the team by sharing knowledge, working towards common goals, and maintaining a positive attitude.



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