Career Opportunities

TFO Phoenix Inc., a wealth management firm located in Phoenix, Arizona, is looking to expand our team. Since our formation in 2011, we have seen growth in both the number of client families we serve and the number of talented employees we need to serve them effectively. We are currently looking for a Technology Specialist and an Experienced Family Wealth Advisor to help us deliver on our goal of helping families by Connecting Wealth and Purpose®.

Technology Specialist

Responsibilities

The Technology Specialist will provide employees and clients with broad technical troubleshooting along with ensuring our systems and software are integrated effectively. They will also serve as the point person for managing the TFO Phoenix technology stack.

• Take the initiative to understand business processes and propose ways to use firm technology tools to maximize operational efficiency and effectiveness with a goal of task automation
• Develop and implement TFO Phoenix’s strategic technology initiatives
• Work closely with Salesforce vendor and our client teams to create custom fields, reports and dashboards
• Develop training materials and lead training sessions
• Provide support and guidance to our clients in navigating the various websites used to manage their financial life such as showing them how to create credentials, navigating websites & resolving issues.
• Assist our clients in trouble-shooting home networking and other technology issues
• Manage data integrity and information system management
• Manage our outsourced IT provider to ensure technical issues are resolved quickly and effectively
• Set-up new computers and monitors for employees
• Manage network firewall and switches with support from our IT provider
Qualifications

• Associates Degree with an emphasis in Information Technology or Computer Science. A Bachelor’s Degree is a plus.
• Intermediate knowledge of Salesforce. Interest in obtaining relevant credentials is a plus.
• A broad knowledge of software, programming and hardware
• Basic knowledge of financial concepts is a plus
• Excellent communication and listening skills
• Outstanding analytical skills and exceptional attention to detail
• Proficiency with Microsoft Office Suite
• Confidence to work closely with colleagues and clients to answer technical questions

Experienced Family Wealth Advisor

Responsibilities
The Experienced Family Wealth Advisor is an integral role in our service teams which are led by the Family Wealth Strategists. They support our Strategists by:

• Preparing financial plans and related financial reports for clients; assisting in the delivery of those plans and identifying key action steps
• Implementing investment portfolios based on the firm’s investment philosophy and the client’s specific goals & objectives
• Attending client meetings; documenting the follow-ups and next steps
• Interacting and developing relationships with clients to understand their financial and personal goals
• Preparing materials and analysis for discussion with clients on other financial topics, such as estate planning, financial literacy and philanthropic strategies

Qualifications

• Bachelor’s Degree required. A focus on business or finance preferred.
• 3 to 5 years’ financial advisory or wealth management experience. This is not an entry level position.
• Certified Financial Planner (CFP) highly desired
• Knowledge of eMoney or other financial planning software
• Familiarity with Salesforce and Tamarac, our Portfolio Accounting software is a plus
• Ability to work well in a fast-paced, team-oriented environment
• Superior organizational skills and ability to multi-task in supporting different advisors across various wealth management disciplines
• Outstanding analytical skills and exceptional attention to detail
• Proficiency with Microsoft Office Suite
• Confidence to work closely with clients to answer questions and develop strong relationships

If interested, please email your resume to careers@tfophoenix.com.

 

About TFO Phoenix

TFO Phoenix’s mission is Empowering Families to Succeed by Connecting Wealth and Purpose®. Our pursuit of this mission is driven by five firm values: Care, Simplify, Help More, Play and Do The Right Thing. 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.