Financial Planning Advisor
Core
Partners with Executive Wealth Management Advisors to identify client financial goals, analyze landscapes, and develop recommendations to achieve well-defined financial objectives.
Role type
Financial Planning Advisor (IC)
Builds
Customized financial plans and investment strategies for high-net-worth clients
Domain
Wealth Management / Financial Planning
Required skills
Client Relationship Management, Business Development, Retirement Planning, Investment Strategy, Financial Analysis, Regulatory Compliance, Sales, Wealth Due Diligence, Practice Management Strategy, Consultative Communication
Preferred skills
Series 7, Series 63, Series 65, Series 66 licenses, 5+ years experience
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 considering objectives, constraints, liquidity, and tax implications; Review client financial statements and risk profiles; Grow book of business through referrals and value-add products; Perform investment research and market analysis; Meet or exceed annual sales targets; Seek guidance from senior advisors for complex issues.