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Our client families deserve the best. We expect them to feel appreciated, valued and cared for beginning the very first time they walk through our doors. That’s why we only seek team members who share our same client-first mentality and are committed to help create an exceptional investment experience and lifelong partners.
If you’re a critical thinker, a contributor by nature and have a strong desire to be part of a collaborative, fun environment, TDC may be where you belong. To get a better feel for how you might fit into our firm, here are a few things you should know about us.
Jul 06, 2017
With our continued growth, we are in need of an experienced investment adviser to add to our sophisticated team who is ready to help our clients and their families by using his/her investment experience, combined with our proven process and culture.
Qualified candidates will have a strong commitment to an evidence-based investment philosophy, while also being dedicated to the team and possessing a client-first mentality.
Jul 18, 2017
The Portfolio Trader/Administrator will execute daily trading and administration of client advisory accounts, monitor portfolios for cash and allocation drifting and provide support to advisors for portfolio development. Exceptional candidates possess some trading experience and the desire to work in fast-paced, growing organization focused on helping families achieve their financial goals.
Jul 18, 2017
Our Client Service Associates operate in a client-focused environment utilizing strong organizational, communication and problem-solving skills. The Client Service Associates support the Adviser Team in servicing the clients’ needs.
Our clients deserve the best – which is why we’ve established traits we believe every TDC team member should possess to help deliver the client experience we promise each and every day.
Shows initiative and holds oneself accountable for both the quality and timeliness of their work.
Does what they say they are going to do – every time!
Displays an interest in personal learning and development by asking questions, seeking objective feedback, and treats unexpected circumstances as opportunities to add value. Anticipates what is next.
Operates with integrity and honesty. Demonstrates respect for peers, leadership, and a willingness to be a team player. Possesses the ability to accept constructive feedback.
Embraces detail resulting in few errors, efficiency, clear communication, and accuracy in performing daily tasks.
Makes clear oral presentation of facts or ideas; expresses ideas clearly in writing and demonstrates an ability to keep everyone adequately informed.
Works well with teammates in pursuing common goals and objectives. Shows a willingness to share the workload when necessary and understands the overall result is greater than individual contributions.
Can set priorities and handle multiple tasks simultaneously; demonstrates strong organizational and time management skills.
Able to adapt to changing situations and expectations. Shows openness to new ideas and concepts, and a readiness to take on additional responsibility.
Genuinely cares about our clients, their families, and their outcome.
At TDC, we don’t just want team members, we want team members for life. Our most important asset is our people, which is why we’ve developed our 4 step process to develop your personal and professional success.
We LISTEN to what's important to you to get a firm understanding of what you need to accomplish desired personal and professional success.
We EDUCATE through a comprehensive training program consisting of internal programs as well as training conferences with our strategic alliances.
We help you GROW by entrusting you with more responsibility including management of team projects.
We seek to create your perfect work world by DELIVERING continuous opportunity to advance your professional success and our mission in helping families be families –stronger, closer, and wiser.
When you find it difficult to know when you're working and when you're having fun, you've found a special work environment. Don't believe us? See for yourself!