Family Wealth Strategist

Job Summary

TFO Wealth Partners is seeking a Family Wealth Strategist. A Family Wealth Strategist enjoys being the “face of the client relationship” and managing experienced Family Wealth Advisers, Associates, and Client Coordinators to respond to a broad range of client requests with the sole purpose of helping High Net Worth families become stronger, closer, and wiser about their financial future.

• Excels in role of Family Wealth Adviser
• Aligned with firm’s Core Values, Core Focus, and Vision
• Technical Skills
• Articulation of TFO Investment Philosophy and Strategy
• Ability to explain “why TFO” relative to other options
• Portfolio Design and Implementation
• Trading
• Knowledge and ability to give advice on topics beyond TFO investment strategy
• Consistent competence in the “small stuff”
• Leadership confidence in their ability to manage clients and all aspects of the engagement
• Ability to see the big picture as it relates to clients
• Ability to lead a complex client engagement
• Confidence and Comfort
• Big Picture planning
• Clients trust them
• Client view them as the Lead
• Ability to draw on past experiences or experiences of others to demonstrate ideas to clients
• Show abilities by opportunities to lead meetings with a current strategist in the room.
• Act as Strategist for moderate clients prior to getting role change
• Willingness to accept responsibilities of Strategist Role – after hours responsiveness to emails/calls, flexibility with time, clients first mentality, accept responsibility for your actions and the actions of your team.
• Ability and willingness to mentor Family Wealth Associates or Advisers as needed.
• Ability to articulate complex strategies in a simple way
• Personal financial path commensurate with expectations of a successful financial professional.

TFO Wealth Partners offers competitive compensation and benefits based on industry standards. The company benefits package includes 401(k) with a company matching program, paid holidays, and paid vacation time. Professional development is highly supported with partial and/or full company‑paid professional accreditation and continuing education as well as other employee or company identified education and training opportunities.

• Bachelor’s degree in finance or related field required
• Series 65 or equivalent/IAR
• CFP, CFA, or equivalent
• Understands Investment Principles, TFO Investment Philosophy, as well as Financial Planning Principles and Tools
• Ability to determine a prospect’s current investment holdings and asset allocation
• Portfolio administration skills, including trading
• Strong communication and computer skills, work well with others, attention to detail
• Eager to seek continued industry education
• 5 plus years of proven industry experience

• Possesses ability to maintain professional composure in a dynamic work environment that often requires the management of multiple and competing priorities
• Demonstrates willingness to be a contributing and engaged member of team by sharing knowledge, working towards common goals, and maintaining a positive attitude
• Professional-level Communication, Listening, Organizational, Prioritization, Problem-solving, and Client Service skills
• Strong work ethic, ability to multitask, efficient time management, detail-oriented
• Experience of working in a highly customer focused service delivery role
• Ability to work well with others in a team
• An excellent customer focused manner at all times
• Ability to work independently and meet deadlines
• Ability and desire to work in a fast‑paced environment
• Ability to be proactive and to possess strategic thinking skills
• Ability to manage change
• A very high standard of personal responsibility
• A good eye for detail and a desire to take responsibility, through to resolution, for issue and concerns generated by our customers
• A willingness to participate in training and coaching; openness to mentoring and feedback for continuous improvement
• Ability to anticipate needs, adapt and be flexible