What are the responsibilities and job description for the Experienced Financial Advisor position at Tax & Financial Group?
Thinking about transitioning your practice?
At Tax & Financial Group (TFG), advisors own their practice but never carry it alone. Founded in 1970, TFG offers true independence paired with deep in‑house support across planning, investments, tax, risk, compliance, and operations.
Advisors choose TFG for:
- Competitive transition support to ease your move and protect momentum
- Open‑architecture, client‑first solutions
- Specialized CFP®, CPA, JD, and CFA® support
- Flexibility, autonomy, and scalable infrastructure
- A collaborative culture where advisors help advisors win
- Succession planning tools to build long‑term value and plan ahead
If you’ve outgrown restrictive platforms or limited support models, TFG is built for your next chapter.
Transition your practice. Keep your independence. Gain a team.
Click “apply” to hear directly from our leadership team or learn more at www.tfgroup.com