Wealth Management Advisory Consultant
| Company | TIAA |
|---|---|
| Location | Frisco, TX, USA, Seattle, WA, USA, Pasadena, CA, USA, Wheaton, IL, USA, Phoenix, AZ, USA |
| Salary | $75000 – $105000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level, Senior |
Requirements
- 3+ years of experience in financial services
- FINRA Series 7 and Series 66 (or combination of 63 & 65) registrations must be obtained within the first 120 days.
- State health and life insurance licenses must be obtained within the first 120 days as a condition of employment.
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.
- 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.
Preferred Qualifications
- Bachelor’s Degree
- 5+ years of experience in financial services
- Prior advisor/consultant experience
- Knowledge of institutional retirement plans
- MoneyGuidePro, and or experience with other advice planning tools