Wealth Management Advisor (Hamden, CT)
Core
Partner with affluent clients to identify financial goals, analyze their landscape, and develop recommendations to achieve well-defined financial objectives.
Role type
Wealth Management Advisor
Builds
Financial solutions for affluent clients
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Client relationship management, Retirement planning, Financial analysis, Business development, Consultative communication, Practice management
Preferred skills
CFP certification, CFA Level I, Life and Health Insurance licensing
Technologies
TIAA Products/Services
Responsibilities
Identify client financial goals and analyze financial landscape, Develop and implement appropriate financial solutions, Communicate complex financial solutions to clients, Build long-lasting client relationships, Manage time and resources efficiently
Seniority
Mid-Senior level (5+ years experience)