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