TFA is looking for a talented and confident person to work in a client-facing role preparing, presenting and executing financial plans and investment management. This is a unique opportunity to immediately be an impact player at a growing firm in a friendly environment.
TFA is a nationally recognized fee-only firm located in Greensboro, North Carolina. We have 20 employees and manage approximately $650M in AUM utilizing a low cost, evidence-based investment philosophy. Visit www.triadfa.com for additional information about the firm, its people and our mission.
Attention to detail
Excellent communication skills
Interest in supporting the local community
Ability to collaborate with other team members, CPAs and attorneys
Additional Salary Information: Base salary is commensurate with experience, plus opportunity to earn a significant bonus based on retention of assets and business development efforts.
In addtion, TFA typically makes an annual 10% contribution to an employee's 401(k) in the form of matching and profit-sharing contributions.
About Triad Financial Advisors (TFA)
Triad Financial Advisors (TFA) is an independent, fee-only financial planning and investment management firm located in Greensboro, North Carolina for over 35 years. We build, execute and monitor life plans for our clients that help answer these 3 questions:
1) What is the life I want to live?
2) Do I have enough resources to live that life?
3) Am I prepared for life's surprises?