TFO Family Office Partners, a wealth management firm located in Phoenix, Arizona, is expanding our team.  Since our formation in 2011, we have seen growth in the number of client families we serve and the number of talented employees we need to serve them effectively.  We are currently seeking a Family Wealth Strategist to help us deliver on our goal of helping families by Connecting Wealth and Purpose®.

Responsibilities

The Family Wealth Strategist leads our engagement teams to support a strong client experience.

• Primary architect of wealth management services for our clients, including lead role in client meetings
• Client’s primary source of wealth planning advice and primary contact for client questions and issues
• Developing and reviewing financial plans and related financial reports for clients; leading in the delivery of those plans and identifying key action steps
• Implementing investment portfolios based on the firm’s investment philosophy and the client’s specific goals & objectives
• Developing relationships with clients to understand their financial and personal goals
• Training Family Wealth Advisors
• Coordinating with client’s other advisors to develop integrated solutions

Qualifications

• Bachelor’s Degree required. A focus on business or finance preferred
• 8+ years’ financial advisory or wealth management experience
• Certified Financial Planner (CFP) highly desired
• Knowledge of eMoney or other financial planning software
• Familiarity with Salesforce and Tamarac, our Portfolio Accounting software is a plus
• Ability to work well in a fast-paced, team-oriented environment
• Superior organizational skills and ability to multi-task in leading client teams and working with other advisors across various wealth management disciplines
• Outstanding analytical skills and exceptional attention to detail
• Proficiency with Microsoft Office Suite
• Confidence to work closely with clients to answer questions and develop strong relationships

About TFO Family Office Partners

TFO’s mission is Empowering Families to Succeed by Connecting Wealth and Purpose®. Our pursuit of this mission is driven by five firm values:  Care, Simplify, Help More, Play and Do The Right Thing.  We are committed to providing a challenging, rewarding, and most importantly, fun environment for our team members. We believe creating an enjoyable work environment for our employees allows them to give their best efforts each day to help our clients connect wealth and purpose.

If interested, please email your resume to careers@tfofamilyoffice.com.

1712-2026-05

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 careers@tfofamilyoffice.com.