Financial Wellbeing Advisor

5 days ago


Maumee, Ohio, United States TFO Wealth Partners Full time
Job Description
We are seeking a highly skilled Financial Wellbeing Advisor to join our team at TFO Wealth Partners. As a key member of our retirement plans department, you will be responsible for educating participants on retirement savings and long-term investing strategies. This role requires excellent communication, listening, and consultation skills, as well as the ability to work in a fast-paced environment.

We offer a competitive salary of $95,000 per year, based on experience. The ideal candidate will possess a Bachelor's degree in finance or a related field and 3 years of experience directly related to this position. Chartered Retirement Planning Counselor (CRPC) or Chartered Retirement Plan Specialist (CRPS) certification is preferred.

Key Responsibilities:
- Educate participants on retirement savings and long-term investing strategies
- Work with clients to understand their financial goals and objectives
- Prepare client plans and reports for meetings
- Monitor client accounts for liquidity, drift, and allocation concerns

Requirements:
- Bachelor's degree in finance or a related field
- 3 years of experience directly related to this position
- Investment Advisor Representative credentials
- CRPC or CRPS certification preferred
- Excellent communication, listening, and consultation skills
- Ability to work in a fast-paced environment

About Us
TFO Wealth Partners is a leading provider of retirement planning services. We are committed to helping our clients achieve their financial goals through education, guidance, and support. Our team of experienced professionals is dedicated to providing exceptional service and results-driven solutions.

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