Tocco Financial Services (TFS) is a growing independent and comprehensive financial planning firm that has recently been ranked 25th out of over 17,000 advisors across the country with LPL Financial, the largest independent broker/dealer in the nation and a Fortune 500 company. We strive to be an employer where employees are proud to work, have the opportunity to advance in their careers, earn a competitive salary, have bonus income opportunities, receive benefits above industry standards, feel valued, and have the potential for equity ownership of a thriving corporation through hard work and dedication. This is accomplished through a disciplined and coordinated effort in working together as a team.
We have been extremely successful in growing our business through our thorough investment and planning process and delivering exceptional customer service to our clients. Substantial marketing has not been necessary, as our referrals from existing clients have naturally grown our business by double digits for several years in a row.
We believe in the education and dedication of our advisors to the financial planning process. The ideal candidate for our advisor positions would be CERTIFIED FINANCIAL PLANNER™ professionals or would be willing to obtain their CFP® designation soon after joining our team.
As a financial advisor with TFS you will assist in servicing our existing client base and grow with our company by doing the following:
- Meet with current clients and prospects to understand their current circumstances and goals
- Analyze the information presented by the client or prospect to determine how we may be able to help
- Develop and present a plan to help optimize their current financial situation
- Implement the financial plan once put into place and adjust over time as needed
- Meet with clients regularly to monitor investments and financial planning items
- Build relationships with current and prospective clients to help maintain and grow the client base