Retirement Plan Adviser

TDC Investment Advisory is seeking a Retirement Plan Adviser. This position reports to the Director, Retirement Plans.
JOB SUMMARY
  • Educate participants: Engage participants in discussions involving retirement savings and long-term investing.
  • Provide a compass that points toward doing right by participants at every opportunity to change their future.
  • Use investigative skills: Resolve participant issues by using technology and business authorities within TDC to identify efficient and effective methods to meet client goals.
  • Be consultative: Recommend appropriate solutions to participants which align to their goals and promote TDC growth.
  • Build positive relationships: Work in a team-based environment with a diverse group of associates focused on meeting the needs of the company and participants.
  • Have a defined model of success: Participate in our pay-for-performance culture where employees feel empowered to own their career with a focus on addressing participants’ needs, personalizing each interaction, and valuing participants and their time.
ESSENTIAL DUTIES + RESPONSIBILITIES
  • A strong desire to Help Families Be Families. | Stronger. Closer. Wiser.
  • Ability to work with clients to understand their financial goals and objectives
  • Work with Advisers to prepare client plans and reports for meetings
  • Ability and desire to work in a fast-paced environment
  • Communicate client needs to the Client Service team
  • Participate in and contribute to Adviser Team discussions and planning decisions of client situations
  • Monitor client accounts for liquidity, drift and allocation concerns
  • Participate in the development of prospect recommendations and coordinate the new client onboarding process
MINIMUM KNOWLEDGE, SKILLS, AND ABILITIES
  • Bachelor’s degree in finance or related field required
  • 3 years of experience directly related to this position desired
  • Possess credentials to be an Investment Advisor Representative
  • Chartered Retirement Planning Counselor (CRPC) or Chartered Retirement Plan Specialist (CRPS) preferred
  • Advanced understanding of investment principles, financial planning principles and tools, and understanding of other investing approaches
  • Excellent communication, listening, consultation, organization, multi-tasking, prioritization, problem solving, and customer service skills
  • Eager to seek continued industry education
OTHER SKILLS:
  • Possesses ability to maintain professional composure in a dynamic work environment that often requires the management of multiple and competing priorities.
  • Demonstrates willingness to be a contributing and engaged member of team by sharing knowledge, working towards common goals and maintaining a positive attitude.
  • Professional-level Communication, Listening, Organizational, Prioritization, Problemsolving, and Client Service skills
  • Strong work ethic, ability to multitask, efficient time management, detail-oriented
  • Experience of working in a highly customer focused service delivery role
  • Ability to work well with others in a team
  • An excellent customer focused manner at all times
  • Ability to work independently and meet deadlines
  • Ability and desire to work in a fast-paced environment
  • Ability to be proactive and to possess strategic thinking skills
  • Ability to manage change
  • A very high standard of personal responsibility
  • A good eye for detail and a desire to take responsibility, through to resolution, for issue and concerns generated by our customers
  • A willingness to participate in training and coaching; openness to mentoring and feedback for continuous improvement
  • Ability to anticipate needs, adapt and be flexible
COMPENSATION + BENEFITS

TFO-TDC, LLC offers competitive compensation and benefits based on industry standards. The company benefits package includes 401(k) with a company matching program, paid holidays, and paid vacation time. Professional development is highly supported with partial and/or full company-paid professional accreditation and continuing education as well as other employee or company identified education and training opportunities.

Salary, Exempt
Additional Information about the organization | Our mission is Helping Families Be Families. Stronger. Closer. Wiser®.
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.

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