Career Opportunities

 

We are currently seeking a Family Wealth Advisor to help us deliver on our goal of helping families by Connecting Wealth and Purpose®.

Responsibilities

The Family Wealth Advisor is an integral role in our service teams which are led by Family Wealth Strategists. They will 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 client’s specific goals and 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
• Preparing tax returns including individual, S-Corporations, partnerships and trust returns

Qualifications

• Bachelor’s Degree required. An academic emphasis on financial planning, wealth management, finance, accounting or other business is preferred.
• Certified Financial Planner (CFP) or desire to work towards CFP certification
• 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
• Excellent communication and listening skills
• Outstanding analytical skills and exceptional attention to detail
• Proficiency with Microsoft Office Suite
• Confidence to work closely with clients to answer questions and develop rapport

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.

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

Colleague work-from-home policy

03/16/2020 - Two of our core values at TFO Phoenix are "Care" and "Do The Right Thing". One of the best ways we can live those values today is to keep our team safe and healthy so we can continue to help clients through these unusual times. To that end, TFO Phoenix will be implementing a work-from-home policy until at least April 10th. Over the past several years TFO Phoenix has invested heavily in technology and processes designed to allow our people to serve clients effectively no matter where we are located. This will continue to provide our people with full access to all of our firm's human and technological resources while they are working from home. As a result, we fully expect to serve our clients seamlessly during this period. If you have any questions about this policy, please do not hesitate to call or email your TFO team directly.