FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning, client relationship management, and consultative communication, with a strong focus on identifying client needs and delivering tailored advisory services. Proficient in business development and knowledgeable about wealth management and TIAA products.
Highest-signal resume keywords
Series 6 RegistrationSeries 7 RegistrationSeries 63 RegistrationLife and Health Insurance LicenseClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial PlanningAsset AllocationIncome PlanningEstate PlanningIncapacitation PlanningQuantitative AnalysisRetirement Planning SellingBusiness DevelopmentDue DiligenceSales
Soft Skills
Consultative CommunicationCollaborationClient Service
Tools & Technologies
TIAA Products/Services
Certifications & Qualifications
Series 6 RegistrationSeries 7 RegistrationSeries 63 RegistrationLife and Health Insurance License
Industry Keywords
Wealth ManagementFinancial AdvisoryClient EngagementSales StrategiesMarket Trends
About the role
Key responsibilities & impact- Proactively contact existing clients to introduce advisory products and services
- Schedule appointments with the organization’s multiple advice channels
- Collaborate with internal partners to triage clients interested in advisory services
- Identify financial planning gaps, including asset allocation, income planning, estate planning, incapacitation planning, and outside investable assets
- Prepare prospective clients for discovery meetings by setting expectations and explaining required documents
- Review industry publications to monitor trends and opportunities
- Contribute sales and client service ideas, best practices, and industry knowledge to the Wealth team
Requirements
What you’ll need- 2+ years of work experience required (24 months)
- Series 6 or 7 registration
- Series 63 registration
- Life and Health Insurance License (National) - Multiple Issuers required within 120 days
- University degree preferred
- Sedentary work physical requirements
- Knowledge of business development, client relationship management, consultative communication, due diligence, quantitative analysis, retirement planning selling, sales, TIAA products/services, and wealth management
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness, and work-life offerings
- Learning experiences and development pathways
- Incentive program linked to performance, depending on the role