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.

TDC COLLEAGUE [tee dee see ‘kahl-leeg]

proper noun

  1. a selfless, highly organized, detail-oriented person who genuinely cares
  2. a person who is technically proficient in financial planning and portfolio management
  3. a person who does not have to Google “asset allocation” before explaining it
  4. a person who can navigate a day that begins one way and ends up being completely different
  5. a person who does what he/she says he/she is going to do
  6. a person who likes spending time with his/her family (And, we mean this as a positive thing 😉 )
  7. a person who knows how to combine pace with purpose
  8. a life-long learner, who likes the potential to chart his/her own career path
  9. a person who does not like paying a lot for medical coverage (Really! Our plan is pretty unique.)
  10. a person who likes being in an environment where his/her opinion truly matters
  11. a person who enjoys “on the job” perks such as: breakfast cereal bars, “themed” lunches, Yetis, community outreach, surprise speakers at town hall meetings, and much more

Required | The “Must Have” List

  • Undergraduate Degree
  • 3+ years of experience in the financial services industry
  • Strong understanding of Wealth Management fee-based consulting, financial planning, portfolio management, and asset allocation

Preferred | The “Nice To Have” List

  • Current Series 65 License
  • Previous experience with high net worth and ultra-high net worth clients

The Essentials

Maumee, OH (Headquarters)2; New York, NY; Houston, TX; Winchester, VA; and St. Louis, MO; Scottsdale, AZ
2 28,000 sq. ft. addition Grand Opening scheduled for December, 2018

Base Salary:
Commensurate with Experience

Target Bonus Pool:
Pay-Out based upon your Colleague Development Plan

Benefits, Rewards, and Perks:
401(k) contribution matches 100% on the first 3% and 50% on the next 2%; robust Wellness Program with savings and access; Company-funded Life, AD&D, LTD, and STD coverage; a highly subsidized Medical Plan; flex time; and much more (see Learn To Lead for a full list).

Profitability Bonus Potential:
Ability to share in the overall success of the firm

Congratulations!  You have made it half way through our job description!
If this sounds like you, GREAT!  Please keep reading.
If not, please consider sharing with a qualified friend (and thank you for your time).


  • based in Maumee, Ohio
  • operates in a client-focused yet colleague-centric environment utilizing strong organizational, communication, and problem-solving skills, and continually practices strong presentation, analytical, interpersonal, relationship management, written, and verbal skills
  • has the ability to work effectively both independently and as part of a team
  • works with other departments to ensure accuracy of client information and communication of client needs



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.

Are you our next TDC Lead Adviser, who enjoys being the face of the Client Relationship, conducting meetings with and making recommendations to High Net Worth individuals, working with an experienced support staff to assess client needs and practice your fiduciary responsibilities, striving to keep the clients on track toward their personal goals?

[This position is located in Maumee, Ohio]


Are you our next TDC Relationship Manager, who enjoys working directly with High Net Worth clients, in true partnership with experienced Lead Advisers, by connecting with the client to assess their specific needs, coordinate financial services, manage all correspondence, and fully prepare Lead Advisers for client meetings?

[This position is located in Maumee, Ohio]


Are you our next TDC Support Adviser, who enjoys working directly with experienced Relationship Managers and Wealth Advisers to prepare meeting materials, formulate viable financial strategies, and respond to a broad range of client requests with the sole purpose of helping High Net Worth families become stronger, closer, and wiser about their financial future?

[This position is located in Maumee, Ohio]


Are you our next TDC Retirement Plan Adviser, who enjoys working closely with our experienced Retirement Plan team to provide exceptional service to plan sponsors and plan participants, preparing participant reviews, assisting with participant requests, plan platform management, and communication between retirement plans and service providers?

[This position is located in Maumee, Ohio]


Are you our next TDC New Account Service Team Member, who enjoys providing the highest level of service to both internal colleagues and external customers; who thrives in a fast-paced, ever-changing environment, and applies critical thinking to each and every step in a process?

[This position is located in Maumee, Ohio]


Are you our next TDC Client Experience Ambassador? The Client Experience Ambassador will provide administrative support for the Advisors and other staff and act as receptionist for the office. As the first contact with our clients, this person is the “face” of the office and is responsible for providing a confidential and welcoming environment. We want every client to have a great personalized experience when arriving. This is a fast-paced environment, so the ideal candidate will be able to prioritize, work on, and complete multiple tasks within a deadline. Read full job posting/description here.

[This position is located in Maumee, Ohio]


If you see yourself in any one of the positions listed, please complete the application form below.


Fill out my online form.

Professional Development

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.

Greater Together

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!

Check out Greater Together:

Our Culture