Wealth Management Advisor (Mt. Laurel, NJ)
Core
Partners with affluent clients to identify financial goals, analyze financial landscapes, and develop recommendations to achieve well-defined financial objectives.
Role type
Wealth Management Advisor (IC)
Builds
Financial solutions and retirement planning strategies for affluent clients
Domain
Wealth Management / Financial Services
Required skills
Client relationship management, Retirement planning, Financial analysis, Business development, Consultative communication, Practice management, Time management, Sales, Wealth due diligence, Investment solutions knowledge
Preferred skills
CFP certification, CFA Level I, Life and Health Insurance licensing
Technologies
TIAA Products/Services
Responsibilities
Identify client financial goals and analyze financial landscapes, Develop and implement appropriate financial solutions, Communicate complex financial strategies to clients, Build long-lasting client relationships, Manage time and resources efficiently, Obtain required licenses within 120 days
Seniority
Mid-Senior, hands-on IC