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.