Financial Planning Advisor - Seattle, WA
Core
Partners with Executive Wealth Management Advisors to identify client financial goals, analyze landscapes, and develop recommendations to help clients achieve well-defined financial objectives.
Role type
Financial Planning Advisor (IC)
Builds
Customized financial plans and tailored investment strategies for high-net-worth clients
Domain
Wealth Management / Financial Planning
Required skills
Investment strategy development, Financial planning, Client relationship management, Regulatory compliance, Investment research, Sales targets achievement
Preferred skills
CFP/CFA/CIMA designation, 5+ years wealth management experience, Bachelor's degree in finance/economics/business, Managing complex client relationships
Technologies
TIAA Products/Services
Responsibilities
Manage and grow individual relationships with high-net-worth clients, Develop and implement strategic and tactical plans, Tailor investment strategies for clients, Review client financial information, Grow book of business through referrals, Perform investment research, Meet or exceed annual sales targets, Build and solidify client relationships pre- and post-retirement
Seniority
Mid-level IC (3+ years required, 5+ preferred)