Wealth Management Advisor
Core
Develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients, acting as a fiduciary to deliver tailored financial strategies and guide clients through retirement.
Role type
Senior IC Wealth Management Advisor
Builds
Comprehensive financial strategies and retirement plans for high-net-worth clients
Domain
Wealth Management / Financial Planning
Required skills
Investment solutions knowledge, Financial planning expertise, Client relationship management, Fiduciary mindset, Business development, Retirement planning, Sales, Practice growth
Preferred skills
CFP designation, CFA Level I designation, Life and Health Insurance License (Resident State), Multiple Issuers licenses
Technologies
TIAA Products/Services
Responsibilities
Partner with clients to understand goals and deliver tailored financial strategies, Serve as the primary financial contact navigating complex situations, Proactively grow practice by expanding relationships, Collaborate with internal specialists to deliver comprehensive recommendations, Act as a fiduciary in clients' best interests, Manage and deepen relationships with an established book of high-net-worth clients