Strategic Wealth Advisor for Client Growth

Retirement Resource Center, LLC.; Frisco (TX); Hybrid; USD 80,000 - 95,000; Full time

Job summary

The Wealth Advisor at TIAA partners with clients to identify financial goals, analyze their landscape and develop tailored recommendations. This role emphasizes collaboration with a team to grow the book through referrals and value-added services.

Requirements include 3+ years in financial services, Series 7/63/65 (or 66) within 120 days, and a university degree; 5+ years preferred. Base salary ranges and incentives accompany the package in a dynamic, in-office environment.

Qualifications

• 3+ years financial services experience
• Series 7, 63 and 65 (or 66) completed within 120 days of start date
• 5+ years financial services experience (preferred)

Responsibilities

• Manages time and resources efficiently and effectively
• 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
• Works in a team environment to grow book through referrals and value-add products
• Performs investment research and stays informed of market developments to guide clients
• Maintains a book of business and aims to meet or exceed annual sales targets

Skills

Business Development

Client Relationship

Collaboration

Consultative Communication

Continuous Improvement

Practice Management

Retirement Planning

Sales

Education

University Degree Preferred

Job description

The Wealth Advisor at TIAA partners with clients to identify financial goals, analyze their landscape and develop tailored recommendations. This role emphasizes collaboration with a team to grow the book through referrals and value-added services.

Requirements include 3+ years in financial services, Series 7/63/65 (or 66) within 120 days, and a university degree; 5+ years preferred. Base salary ranges and incentives accompany the package in a dynamic, in-office environment.