Flexible Hours and Work Location

TFO is currently seeking a Family Wealth Associate to join our growing team to help our Firm deliver on our goal of helping families by Connecting Wealth and Purpose®.

Responsibilities

The Family Wealth Associate is an integral role in our engagement teams which are led by Family Wealth Strategists. They support Strategists by:

• Preparing financial plans and related financial reports for clients; assisting in the delivery of those plans and identifying key action steps
• Implementing investment portfolios based on the firm’s investment philosophy and client’s specific goals and objectives
• Attending client meetings; documenting the follow-ups and next steps
• Interacting and developing relationships with clients to understand their financial and personal goals
• Preparing materials and analysis for discussion with clients on other financial topics, such as estate planning, financial literacy and philanthropic strategies
• Preparing tax returns including individual, S-Corporations, partnerships and trust returns

Qualifications

• Bachelor’s Degree required. An academic emphasis on financial planning, wealth management or finance is preferred
• Certified Financial Planner (CFP) or desire to work towards CFP certification
• Ability to work well in a fast-paced, team-oriented environment
• Superior organizational skills and ability to multi-task in supporting different advisors across various wealth management disciplines
• Excellent communication and listening skills
• Outstanding analytical skills and exceptional attention to detail
• Proficiency with Microsoft Office Suite
• Confidence to work closely with clients to answer questions and develop rapport

TFO offers a competitive compensation and benefits package commensurate with qualifications and experience. Interested applicants should email their cover letter & resume to [email protected].