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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing high-net-worth client relationships and developing tailored investment strategies while achieving sales targets. Proficient in analyzing financial landscapes and implementing strategic plans to meet client financial goals.
Highest-signal resume keywords
Client Relationship ManagementInvestment Strategy DevelopmentBusiness DevelopmentWealth ManagementFinancial Planning
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 AnalysisInvestment ResearchRisk Investment Profile AssessmentCash Availability ReviewRegulatory Compliance Knowledge
Soft Skills
Relationship BuildingCommunicationProblem Solving
Tools & Technologies
TIAA Products/Services
Certifications & Qualifications
Series 7Series 63Series 65Series 66
Industry Keywords
High-Net-Worth ClientsWealth Due DiligenceRetirement PlanningSales TargetsFinancial Statements
About the role
Key responsibilities & impact- Partner with an Executive Wealth Management Advisor to identify client financial goals, analyze financial landscapes, and develop recommendations
- Manage and grow individual relationships with high-net-worth and complex clients across products and services
- Build the book of business, strengthen relationships, and grow and retain assets
- Develop and implement strategic and tactical plans based on client challenges
- Tailor investment strategies and devise customized financial plans considering objectives, constraints, regulatory issues, liquidity needs, and tax implications
- Review client financial statements, risk investment profiles, and cash availability
- Identify value-added products and services and develop additional business through client referrals
- Conduct investment research and stay informed about security-market developments
- Maintain a book of business and meet or exceed annual sales targets
- Build client relationships before and after retirement and develop first-call status for financial planning needs
- Seek guidance from senior Wealth Management Advisors on difficult or complex issues
Requirements
What you’ll need- 3+ years of work experience required; 5+ years preferred
- University degree preferred
- Series 7, Series 63, Series 65, and Series 66 registrations; all licenses must be obtained within 120 days from start date
- Experience with business development, client relationship management, practice management strategy, retirement planning selling, sales, TIAA products/services, wealth due diligence, and wealth management
- Ability to manage high-net-worth and complex client relationships
- Knowledge of investment strategies, regulatory issues, liquidity needs, tax implications, financial statements, risk investment profiles, cash availability, and security markets
- Sedentary work physical requirements
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness, and work-life offerings
- Comprehensive Total Rewards package
- Financial, emotional, and physical well-being support
- Learning experiences and development pathways
- Future-focused skills and AI tools
- Incentive program linked to performance may be available, including annual discretionary incentive programs and non-annual sales incentive plans
- Drug-free and smoke-free workplace
- Reasonable accommodation support for applicants with disabilities