Wealth Management Associate I

2 weeks ago

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

TFO Wealth Partners is on the lookout for a Wealth Management Associate. This role will report directly to a Wealth Management Strategist.

_______________________________________________________________________________________________________________

POSITION SUMMARY: A Wealth Management Associate thrives in collaborating with seasoned Wealth Strategists and Relationship Managers to prepare essential meeting materials, devise effective financial strategies, and address a diverse array of client inquiries, all aimed at empowering High Net Worth families to enhance their financial acumen and unity.

KEY RESPONSIBILITIES:

  • A strong desire to learn and grow as a financial professional
  • Alignment with the firm's Core Values, Focus, and Vision
  • A commitment to supporting Wealth Management Strategists and Advisors on their client teams
  • Technical skills development as a Wealth Management Associate
  • Assisting Lead and Relationship Managers as required
  • Understanding and aiding with NAST and Coordinator functions
  • Analysis and recommendations for new prospects
  • Facilitating new client onboarding and implementation
  • Portfolio management and trading
  • Financial and goals-based planning
  • Preparation and follow-up for existing client meetings
  • Client service situations and solutions
  • Utilizing TDC technology platforms to enhance client experience
  • Consistently documenting information in our systems
  • Ability to work effectively in teams and independently
  • Strong critical thinking, written, and verbal communication skills
  • Willingness to be mentored by Wealth Management Advisors or Strategists

ADDITIONAL SKILLS:

  • Ability to maintain professionalism in a dynamic work environment with competing priorities
  • Demonstrates a collaborative spirit by sharing knowledge and working towards common goals
  • Professional-level communication, listening, organizational, prioritization, problem-solving, and client service skills
  • Strong work ethic, multitasking abilities, efficient time management, and attention to detail
  • Experience in a highly customer-focused service delivery role
  • Ability to work collaboratively within a team
  • Consistently exhibits a customer-focused demeanor
  • Capable of working independently and meeting deadlines
  • Desire to thrive in a fast-paced environment
  • Proactive with strategic thinking capabilities
  • Adaptability to change
  • High standard of personal accountability
  • Attention to detail and a commitment to resolving client issues
  • Willingness to engage in training and coaching, open to feedback for continuous improvement
  • Ability to anticipate needs and demonstrate flexibility

_______________________________________________________________________________________________________________

COMPENSATION AND BENEFITS:

TFO Wealth Partners provides competitive compensation and benefits in line with industry standards. The benefits package includes a 401(k) plan with company matching, paid holidays, and vacation time. Professional development is highly encouraged, with opportunities for partial or full company-funded professional accreditation and continuing education, along with other training initiatives.

Salary: Exempt

ORGANIZATIONAL OVERVIEW: Our mission is to assist families in connecting wealth with purpose. We are dedicated to fostering a challenging, rewarding, and enjoyable environment for our team members. We believe that creating a positive workplace enables our employees to deliver their best efforts daily to help clients achieve their financial goals.

MINIMUM QUALIFICATIONS:

  • Bachelor's degree in finance or a related field is required
  • Understanding of investment principles, TFO investment philosophy, and financial planning tools
  • Series 65 or equivalent/IAR must be obtained within one year of starting the position
  • Ability to assess a prospect's current investment holdings and asset allocation
  • Basic skills in portfolio administration, including trading
  • Strong communication and computer skills, with attention to detail
  • Eagerness to pursue ongoing industry education

  • Wealth Management Associate

    4 days ago

    Maumee, Ohio, United States TFO Wealth Partners Full time

    Job SummaryTFO Wealth Partners is seeking a highly motivated and detail-oriented Family Wealth Associate to join our team. As a key member of our wealth management team, you will work closely with experienced wealth strategists and relationship managers to provide exceptional client service and support.Key ResponsibilitiesPrepare meeting materials and...

  • Client Operations Associate I

    1 week ago

    Maumee, Ohio, United States TFO Wealth Partners Full time

    Job OverviewThis role reports to the Director of Client Operations.The Client Operations Specialist is tasked with supporting the preparation, processing, servicing, and maintenance of client plans through custodial documentation and internal CRM and reporting systems. This position collaborates closely with Client Experience Coordinators and other...

  • Client Operations Associate I

    2 weeks ago

    Maumee, Ohio, United States TFO Wealth Partners Full time

    Job OverviewThis role reports to the Director of Client Operations.The Client Operations Associate is tasked with supporting the preparation, processing, servicing, and upkeep of client plans through custodial documentation and internal CRM and reporting systems. This position collaborates closely with Client Experience Coordinators and other Operations Team...

  • Client Operations Associate I

    1 week ago

    Maumee, Ohio, United States TFO Wealth Partners Full time

    Job OverviewThis role reports to the Director of Client Operations.The Client Operations Specialist is tasked with supporting the preparation, processing, servicing, and maintenance of client plans through custodial documentation and internal CRM and reporting systems. This position collaborates closely with Client Experience Coordinators and other...

  • Executive Administrative Coordinator

    2 weeks ago

    Maumee, Ohio, United States TFO Wealth Partners Full time

    Job OverviewTFO Wealth Partners is in search of a Strategic Administrative Coordinator to join our team. This role is pivotal in supporting the Director of Client Experience Coordinators and ensuring a smooth operational flow.POSITION SUMMARY: The Strategic Administrative Coordinator will manage various administrative tasks, including client communication,...

  • Pastry Associate

    2 weeks ago

    Maumee, Ohio, United States WC Enterprises, Inc. Full time

    Job TypePart-timePosition OverviewWC Enterprises, Inc. is seeking a Part-Time Pastry Associate to join our team. If you have a passion for exceptional baked goods, prioritize QUALITY, show RESPECT for your colleagues, CARE for customers, and uphold a SAFE and CLEAN workspace, we would love to hear from you.Key Responsibilities:As a Pastry Associate, you will...

  • Category Manager

    1 month ago

    Maumee, Ohio, United States Fortune Brands Home & Security Full time

    Company DescriptionFortune Brands Innovation (FBIN) is built on industry-leading brands and innovation within our operating segments: water, outdoors and security. We have an impressive track record of strong financial results, market outperformance and growth, which translates into career and professional growth opportunities for associates. Please visit...

  • Front Desk Sales Associate

    2 days ago

    Maumee, Ohio, United States PCRK Group Full time

    Job Summary:We are seeking a highly motivated and customer-focused Front Desk Sales Associate to join our team at PCRK Group. As a key member of our sales team, you will be responsible for driving sales growth, providing exceptional customer service, and contributing to the overall success of our business.Key Responsibilities:Drive Sales Growth: Utilize your...

  • Supply Chain Manager

    6 days ago

    Maumee, Ohio, United States Express Employment Professionals Toledo Ohio Full time

    Job Summary:We are seeking a highly organized and detail-oriented Purchasing Coordinator to join our team at Express Employment Professionals Toledo Ohio. As a key member of our supply chain team, you will be responsible for managing inventory and purchasing materials and other supplies used in the business.Key Responsibilities:Procurement and Inventory...

  • Cost Engineering Manager

    2 months ago

    Maumee, Ohio, United States Fortune Brands Full time

    Job DescriptionThe Cost Engineering Manager will lead a team of internal and external Cost Analysts to build and execute cost models related to our external supplier purchased parts. The desired candidate will demonstrate extensive experience in strategic sourcing cost analytics, best practice methodologies, team leadership, and collaboration with internal...

  • Project Management Engineer

    2 weeks ago

    Maumee, Ohio, United States CMS Full time

    Position: Project EngineerLocation: Maumee, OHJob Type: Full-timeOverview:The Project Engineer will play a crucial role in the comprehensive execution of various projects. Responsibilities encompass financial oversight, scheduling, and technical management in alignment with contractual obligations, project frameworks, and established corporate protocols. Key...

  • Manufacturing Associate

    6 days ago

    Maumee, Ohio, United States The McAlear Group Full time

    Job SummaryThis is an hourly position in our manufacturing plant where you will be responsible for the production, assembly, or preparation of products to required tolerances and specifications as dictated by customer orders.Key ResponsibilitiesProduction and Assembly: Operate machines and equipment to produce products to required tolerances and...

  • Tax Associate

    4 days ago

    Maumee, Ohio, United States Hantz Group Full time

    Job DescriptionHantz Group is a leading financial services company that provides personalized solutions to individuals and businesses. As a Family Office, we manage over $11B+ of assets, have 20+ offices, and employ over 600 professionals. Our team of experts delivers tailored services to each client, reducing stress and saving time so they can focus on...

  • Inventory Management Coordinator

    6 days ago

    Maumee, Ohio, United States Endevis Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Warehouse Operations Specialist to join our team at Endevis. As a key member of our operations team, you will be responsible for ensuring the smooth flow of goods and materials within our warehouse.Key Responsibilities:Pick and Pack Operations: Select and package products for shipment to...

  • Retail Sales Associate

    1 week ago

    Maumee, Ohio, United States WC Enterprises, Inc. Full time

    WC Enterprises, Inc. - Part-Time CashierWe are seeking a highly skilled and customer-focused Part-Time Cashier to join our team at WC Enterprises, Inc. in Maumee, OH. If you have a passion for delivering exceptional customer service, maintaining a clean and organized work environment, and prioritizing efficiency and accuracy, we want to hear from you.Key...

  • Customer Care Associate

    2 weeks ago

    Maumee, Ohio, United States Planet Fitness Full time

    Join Our Team as a Customer Service Representative!Why Choose Planet Fitness?Opportunities for career advancement within a vibrant and expanding organization.Consistent work schedule.Comprehensive medical, dental, and vision coverage (available for full-time roles).After 120 days of active service, you will qualify for a $0.50 hourly wage increase.This role...

  • Business Growth Intern

    6 days ago

    Maumee, Ohio, United States Fortune Brands Full time

    About Fortune BrandsFortune Brands Innovations is a leading provider of innovative solutions for the home, security, and commercial building markets. Our company is built on a strong foundation of award-winning brands, including Moen, Master Lock, August, Yale, Therma-Tru Doors, Fiberon Decking, House of Rohl, Aqualisa, Larson, and Sentry Safe.Job SummaryWe...

  • Channel Marketing Specialist

    4 weeks ago

    Maumee, Ohio, United States Fortune Brands Home & Security Full time

    Company DescriptionAt Fortune Brands Innovations, we believe that our innovation and success are fueled by the passion of our people and the strength of our teams. Together, we work to fulfill dreams of home by aligning around common goals, being agile in the face of change, holding ourselves accountable, and acting with integrity and transparency. We...

  • Sanitation Support Specialist

    1 week ago

    Maumee, Ohio, United States Mmbaonline Full time

    Job Overview - Custodial Services AssociateThe Custodial Services Associate plays a crucial role in ensuring a hygienic and safe environment within the healthcare facility. This position involves performing cleaning and maintenance tasks under close supervision, with a focus on infection control and sanitation standards.Key ResponsibilitiesMaintain...

  • Project Coordinator

    2 weeks ago

    Maumee, Ohio, United States Custom Mechanical Systems Full time

    Job TypeFull-timeOverviewProject Engineers play a crucial role in the comprehensive execution of projects. This encompasses financial oversight, scheduling, and technical management in alignment with contractual obligations, project blueprints, and established corporate policies. Responsibilities include cost estimation, schedule formulation and forecasting,...