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Description
TDC Investment Advisory is seeking a Family Wealth Associate. This position reports to a Family Wealth Strategist.
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JOB SUMMARY: A Family Wealth Associate enjoys working directly with experienced Wealth Strategists and Relationship Managers to prepare meeting materials, formulate viable financial strategies, and 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.
ESSENTIAL DUTIES RESPONSIBILITIES
OTHER SKILLS:
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COMPENSATION BENEFITS
TFO-TDC, LLC 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.
Salary, Exempt
Additional Information about the organization | Our mission is Helping Families Be Families. Stronger. Closer. Wiser®.
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.
Requirements
MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES
Full Time
$60k-79k (estimate)
06/02/2024
08/01/2024