Description

TFO Wealth Partners is seeking a Retirement Plan Adviser. This position reports to the Director, Retirement Plans.

JOB SUMMARY

Educate participants: Engage participants in discussions involving retirement savings and long-term investing.

• Provide a compass that points toward doing right by participants at every opportunity to change their future.
• Use investigative skills: Resolve participant issues by using technology and business authorities within TFO to identify efficient and effective methods to meet client goals.
• Be consultative: Recommend appropriate solutions to participants which align to their goals and promote TFO growth.
• Build positive relationships: Work in a team-based environment with a diverse group of associates focused on meeting the needs of the company and participants.
• Have a defined model of success: Participate in our pay-for-performance culture where employees feel empowered to own their career with a focus on addressing participants’ needs, personalizing each interaction, and valuing participants and their time.

ESSENTIAL DUTIES RESPONSIBILITIES

• A strong desire to Help Families connect their Wealth & Purpose
• Ability to work with clients to understand their financial goals and objectives
• Work with Advisers to prepare client plans and reports for meetings
• Ability and desire to work in a fast-paced environment
• Communicate client needs to the Client Service team
• Participate in and contribute to Adviser Team discussions and planning decisions of client situations
• Monitor client accounts for liquidity, drift and allocation concerns
• Participate in the development of prospect recommendations and coordinate the new client onboarding process

Requirements

MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES

• Bachelor’s degree in finance or related field required
• 3 years of experience directly related to this position desired
• Possess credentials to be an Investment Advisor Representative
• Chartered Retirement Planning Counselor (CRPC) or Chartered Retirement Plan Specialist (CRPS) preferred
• Advanced understanding of investment principles, financial planning principles and tools, and understanding of other investing approaches
• Excellent communication, listening, consultation, organization, multi-tasking, prioritization, problem solving, and customer service skills
• Eager to seek continued industry education

OTHER SKILLS:

• 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