TFO Wealth Partners is seeking a Family Wealth Strategist.
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About TFO Wealth Partners

At TFO Wealth Partners, our mission is helping families connect their wealth and purpose®. We serve high-net-worth families with thoughtful, integrated wealth strategies that strengthen relationships, support legacy goals, and provide clarity for the future. We are committed to fostering a challenging, rewarding—and genuinely enjoyable—work environment where our team members can do their best work for our clients and one another.

Position Summary

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

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Minimum Knowledge, Skills, and Abilities

• 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

TFO Wealth Partners offers competitive compensation aligned with industry standards, including:

• Salary (Exempt position)
• 401(k) with company matching program
• Paid holidays and paid vacation time
• Strong support for professional development, including partial or full company-paid professional accreditations, continuing education, and other approved training opportunities

Why Join TFO Wealth Partners?

We believe that an engaging, supportive workplace empowers our team to deliver exceptional service to our clients. If you are passionate about family wealth, meaningful client relationships, and contributing to a collaborative and purpose-driven firm, we invite you to apply.