Senior Wealth Planning Advisor

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

Job summary

TIAA seeks a Financial Planning Advisor to join our Wealth Management team in the United States. You will partner with executives to identify client goals, analyze financial landscapes, and develop tailored recommendations to help clients work toward defined objectives while growing the book through referrals.

Ideal candidates have at least 3 years in wealth management or financial planning, and hold FINRA licenses (Series 7 and 66 or 63 & 65) with completion within 120 days.

Qualifications

• Minimum of 3 years of experience in wealth management, financial planning, or a related advisory role
• FINRA Series 7 and 66 (or 63 & 65), or ability to obtain all required licenses within 120 days of start date
• All licenses must be obtained within 120 days from start date

Responsibilities

• Manages and grows high-net-worth client relationships across products, focusing on building book of business and growing assets
• Develops and implements strategic plans addressing client challenges
• Tailors investment strategies considering objectives, liquidity needs and tax implications
• Reviews client information, including financial statements and risk profile
• Grows book through referrals and cross-selling of services
• Performs investment research and stays informed of market developments
• Maintains book and meets annual sales targets
• Builds relationships pre- and post-retirement for first-call status
• Seeks guidance from senior Advisors when needed

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement Mindset

Practice Management Strategy

Prioritizes Effectively

Retirement Planning Selling

Sales

TIAA Products/Services Acumen

Wealth Due Diligence

Wealth Management

Education

Bachelor's degree in Finance, Economics, Business Administration, or related field

University (Degree) Preferred

Tools

Job description

TIAA seeks a Financial Planning Advisor to join our Wealth Management team in the United States. You will partner with executives to identify client goals, analyze financial landscapes, and develop tailored recommendations to help clients work toward defined objectives while growing the book through referrals.

Ideal candidates have at least 3 years in wealth management or financial planning, and hold FINRA licenses (Series 7 and 66 or 63 & 65) with completion within 120 days.