Wealth Planning Advisor for High-Net-Worth Clients

TIAA; West Chicago (IL); Presencial; USD 84.000 - 110.000; Jornada completa

Descripción de la vacante

TIAA is seeking a Financial Planning Advisor to partner with Executive Wealth Management Advisors, serving high-net-worth clients and building a strong book of business through referrals. The role emphasizes tailored financial plans, investment strategies, and ongoing client service to meet defined financial objectives.

Required qualifications include 3+ years in wealth management, Series 7/66 or equivalent with 120-day licensing, and a Bachelor's in a finance-related field.

Formación

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

Responsabilidades

• Manages and grows relationships with high-net-worth clients across all products, focusing on building book of business and growing assets.
• Develops and implements strategic and tactical plans with client challenges in mind.
• Tailors investment strategies by identifying objectives and constraints including liquidity and tax implications.
• Reviews client information, including financial statements and risk profiles.
• Works in a team to grow book via referrals and cross-sell.
• Performs investment research to provide up-to-date guidance.
• Aims to meet or exceed annual sales targets and maintain first-call status for planning needs.

Conocimientos

Wealth management experience

Client relationship management

Communication skills

Sales experience

Educación

Bachelor's degree in finance or related field

Descripción del empleo

TIAA is seeking a Financial Planning Advisor to partner with Executive Wealth Management Advisors, serving high-net-worth clients and building a strong book of business through referrals. The role emphasizes tailored financial plans, investment strategies, and ongoing client service to meet defined financial objectives.

Required qualifications include 3+ years in wealth management, Series 7/66 or equivalent with 120-day licensing, and a Bachelor's in a finance-related field.