Family Wealth Strategist I

Description

TFO Wealth Partners is seeking a Family Wealth Strategist.
_______________________________________________________________________________________________________________
 

The Family Wealth Strategist serves as the primary adviser and trusted relationship leader for assigned client families. This role is ideal for a seasoned professional who enjoys being the “face of the client relationship,” leading complex planning conversations, and mentoring a team of experienced advisers, associates, and client coordinators. The ultimate goal of this role is to help high-net-worth families become stronger, closer, and wiser about their financial future.

Key Responsibilities

• Serve as the lead adviser for assigned client families
• Develop and implement comprehensive wealth management strategies, including:
  • Investment oversight
  • Estate and tax planning coordination
  • Risk management
  • Philanthropic planning
• Facilitate family meetings focused on legacy, governance, succession, and values-based wealth decisions
• Coordinate closely with clients’ outside professionals (attorneys, accountants, trustees) to ensure cohesive execution of strategies
• Provide thought leadership on complex planning issues and emerging trends in family wealth
• Mentor and collaborate with internal advisers and associates to support client relationships
• Build and sustain deep, long-term relationships grounded in trust, discretion, and a fiduciary standard of care

_______________________________________________________________________________________________________________

Requirements

• Bachelor’s degree in finance or a related field (required)
• Series 65 or equivalent (IAR)
• CFP®, CFA®, or equivalent professional designation
• Minimum of 5 years of proven experience in the wealth management or financial services industry
• Strong understanding of:
  • Investment principles
  • Financial planning tools and methodologies
  • Portfolio administration, including trading
• Ability to evaluate client investment holdings and asset allocation
• Strong communication, computer, and interpersonal skills
• High attention to detail and commitment to accuracy
• Demonstrated eagerness to pursue ongoing professional education

Additional Skills and Attributes

• Ability to maintain professional composure in a dynamic, fast-paced environment
• Strong organizational, prioritization, and time management skills
• Exceptional client service mindset with a focus on long-term relationships
• Collaborative team player who shares knowledge and works toward common goals
• Ability to work independently, meet deadlines, and manage competing priorities
• Proactive, strategic thinker with adaptability to change
• High standard of personal responsibility and accountability
• Willingness to participate in training, coaching, and mentoring for continuous improvement
• Flexible, anticipatory, and solutions-oriented approach to client and team needs