Wealth Planning Advisor - High-Net-Worth Growth

TIAA; Seattle (WA); On-site; USD 84,000 - 110,000; Full time

Job summary

TIAA is seeking a Financial Planning Advisor in the Seattle area to partner with an Executive Wealth Management Advisor and grow a high-net-worth client book. You will analyze client financials, tailor investment strategies, and work within a team to deliver customized planning solutions.

Educational requirements include a university degree, with 3+ years in wealth management or financial planning and FINRA licensing within 120 days. Competitive base pay and incentives are offered.

Qualifications

• 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

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 relationships

Communication skills

Interpersonal skills

Education

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

Job description

TIAA is seeking a Financial Planning Advisor in the Seattle area to partner with an Executive Wealth Management Advisor and grow a high-net-worth client book. You will analyze client financials, tailor investment strategies, and work within a team to deliver customized planning solutions.

Educational requirements include a university degree, with 3+ years in wealth management or financial planning and FINRA licensing within 120 days. Competitive base pay and incentives are offered.