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Description
TFO Wealth Partners is seeking a Family Wealth Strategist. This position reports to the Executive Vice President.
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JOB SUMMARY: 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.
ESSENTIAL DUTIES RESPONSIBILITIES
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COMPENSATION BENEFITS
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.
Salary, Exempt
Additional Information about the organization | Our mission is to helping families connect their wealth and purpose®.
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
OTHER SKILLS:
Full Time
$64k-88k (estimate)
06/02/2024
08/01/2024