We seek to provide a colleague experience like no other.
This focus we believe allows us to attract and retain the best and brightest our industry has to offer. If you’re looking for a firm who enjoys spending time with one another, is loaded with opportunity, and gives you the ability to raise your hand and step up, TFO Wealth Partners might be the right place for you!
View Current Job Openings
Check out our open positions The TFO Colleague Commitment
We live each day with purpose and passion through our five value tenets. Here is what we seek in a TFO Wealth Partners colleague.
OUR TEAM STORIES
A team committed to seizing opportunity and creating their own path.
Career paths can take many different forms. Some have experienced many different roles and responsibilities. Others have taken a single role and made it richer and more critical to our firm. Here are our stories. Ready to begin yours?
FEATURED TEAM MEMBER 
Nikki Dillon
Intern now Director of Client Experience Coordinators
For someone with a passion for helping others, healthcare may seem like the obvious career choice. That’s what Nikki Dillon had in mind as she pursued a Healthcare Administration major at the University of Toledo. When she took a temporary job at TFO Wealth Partners over Christmas break, she had no idea how it would change her career, without having to abandon that passion.
Read Nikki’s story 
Our Office Space
The TFO Living Office
Welcome to the TFO Living Office! We’ve reimagined the financial services workplace with the construction of our new 28,000 square foot “Strategy Building” to better serve our clients and colleagues through a new approach to design, technology, and innovation.
Benefits
Perks that connect with your purpose
When we foster continuity amongst our team, we believe both our clients and colleagues can succeed. We’re proud to offer a robust benefit package of employee benefits intended to make TFO Wealth Partners a workplace that you call “home” for a long time.
Flex Time
Flexible hours for those situations requiring you to be out of the office.
Dress For Your Day
New dress code policy allowing you to maximize comfort while maintaining a professional image.
Complimentary Standing Desk
Sit or stand. It’s up to you! Each TFO Wealth Partners team member gets his or her own standing desk.
Beer is Always Near
Our fridge is stocked with various types of beer for team members looking to unwind after a long day.
Complimentary Healthy Lunches
Lunches are provided for the office multiple times a week from a variety of local restaurants and caterers.
Surface Laptop Provided
Team members are provided a Microsoft Surface to help take advantage of our open office environment.
Cell Phone Reimbursement
$55/month reimbursement of your personal cell phone bill for qualifying team members.
Self Care Day
Taking time for yourself is important. This program is designed to give you a day to relax and reset and provide the tools to do it effectively.
401(k) Matching
100% matching up to 4% in your Profit Sharing 401(k) Plan.
Health Insurance
Robust health insurance programs to help protect you and your family.
Responsible Time Away
No more counting days off. We trust you. Do what you say, and take the time you need.
Car Allowances & Mileage
Mitigating wear and tear on your personal vehicle when servicing our valued clients.
In addition to our living office, we’ve also reimagined our colleague’s well-being experience. It’s not enough to provide professional development opportunities, but we also must think about the additional foundational elements that make our team’s well-being.
TFO Cares
A New Approach to Personal and Professional Health and Wellness.
TFO Cares connects each and every one of our team members to the TFO Wealth Partners mission of helping families by enhancing personal development opportunities and building stronger relationships between each colleague, client, and the communities we serve. TFO Cares executes on this mission through intentional programs, offerings, and experiences across seven key wellness categories.
Spiritual & Emotional Wellness
Focuses on a desire for contentment among TFO Wealth Partners colleagues by fostering a culture of self-reflection and open dialogue with insight from local leaders.
Social Wellness
Focuses on opportunities for TFO Wealth Partners colleagues to make connections, nurture their relationships, and create a sense of belonging for themselves and others.
Physical Wellness
Focuses on instilling health-conscious lifestyles throughout the TFO Wealth Partners community by providing educational opportunities and fostering positive habit formation so our colleagues may lead more active, healthy lives.
Intellectual Wellness
Focuses on enriching the TFO Wealth Partners colleague experience by providing opportunities to learn new concepts, improve skills, and seek challenges in pursuit of lifelong learning.
Community Outreach
Focuses on cultivating relationships with individuals and businesses, acting in selfless stewardship, and advancing the TFO Wealth Partners colleague presence in the community.
General Convenience
Focuses on providing practical resources that make TFO Wealth Partners colleagues’ lives easier and more efficient.
Occupational Wellness
Focuses on work-life harmony by creating a sense of purpose and productivity in both the personal and professional setting, inspiring and challenging TFO Wealth Partners colleagues, and providing practical steps and tools to achieve balance.
