Elite Wealth Planning Advisor for High-Net-Worth

CFP Board of Standards Inc.; Pittsburgh, Northern (Allegheny County, KY); Hybrid; USD 84,000 - 110,000; Full time

Job summary

TIAA is seeking a Financial Planning Advisor to join a client-focused wealth management team. You will partner with senior advisors to identify client goals, analyze financial landscapes, and craft recommendations that align with defined objectives.

You will work to grow the client book through referrals and cross-sell suitable products. Ideal candidates have 3+ years in wealth management or financial planning, with FINRA registrations or the ability to obtain them within 120 days, and a related

Qualifications

• Minimum of 3 years of experience in wealth management, financial planning, or a related advisory role
• FINRA Series 7 and 66 (or Series 63 & 65), or ability to obtain all required licenses within 120 days of start date
• Bachelor's degree in finance, economics, business administration, or a related field; professional designation encouraged

Responsibilities

• Manages and grows individual relationships with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets
• Develops and implements strategic and tactical plans with strong considerations to client challenges
• Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans
• Reviews client information, including financial statements, risk investment profile and cash availability
• Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals
• Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance
• Works in a team environment to maintain a book of business and meet or exceed annual sales targets
• Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs
• Seeks advice and guidance from more senior Wealth Management Advisors when faced with issues that are difficult or complex

Skills

Wealth management

Client relationship management

Communication

Sales

TIAA products/services acumen

Wealth due diligence

Collaboration

Consultative communication

Education

Bachelor's degree in finance, economics, business administration, or related field

CFP/CFA/CIMA or active pursuit of designation

University degree preferred

Job description

TIAA is seeking a Financial Planning Advisor to join a client-focused wealth management team. You will partner with senior advisors to identify client goals, analyze financial landscapes, and craft recommendations that align with defined objectives.

You will work to grow the client book through referrals and cross-sell suitable products. Ideal candidates have 3+ years in wealth management or financial planning, with FINRA registrations or the ability to obtain them within 120 days, and a related