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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in associate development, financial planning-based advice, and consultative selling practices, with a strong focus on improving productivity and client engagement. Proficient in conducting needs analyses and measuring program success to drive business development and client relationship management.
Highest-signal resume keywords
Associate DevelopmentFinancial Planning-Based AdviceConsultative SellingQuantitative AnalysisBusiness Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Needs AnalysisPractice ManagementClient EngagementSolution ImplementationSalesRetirement Planning SellingWealth ManagementKey Metrics MeasurementProgram EvaluationClient Relationship Management
Soft Skills
Collaborative TrainingCommunicationLeadershipProblem SolvingPresentation Skills
Certifications & Qualifications
Series 7Series 63Series 65Series 66
Industry Keywords
Business DevelopmentConsultative CommunicationClient ExperienceTIAA Products/ServicesBehavior Change
About the role
Key responsibilities & impact- Support associate development to improve speed to productivity
- Lead associates in consistently delivering an end-to-end client engagement process using financial planning-based advice, deep discovery, and solution implementation
- Design and develop growth plans with management to improve productivity and effectiveness
- Identify needs, understand priorities, and create improvement plans
- Provide collaborative training to associates
- Conduct quantitative and qualitative needs analyses to prioritize learning efforts
- Measure key metrics and evaluate development program success
- Develop practice management, solutions, and business-building techniques
- Conduct development sessions on value propositions, client discovery, presentation skills, solution delivery, objection resolution, and asking for introductions
- Help associates achieve activity goals and manage pipelines
- Assist with pre-meeting planning and post-meeting debriefs
- Identify opportunities for behavior change and performance improvement
- Develop and execute programs and routines for practice analysis, target setting, business development, client feedback, client experience, introductions, and consultative selling
- Share stories, methods, best practices, and wins with associates and leaders
- Execute blended learning methods to maximize retention and scalability
Requirements
What you’ll need- 5+ years of work experience required; 7+ years preferred
- University degree preferred
- FINRA registrations: Series 7, Series 63, Series 65, and Series 66
- Experience in business development, client relationship management, consultative communication, practice management strategy, quantitative analysis, sales, retirement planning selling, wealth management, and TIAA products/services
- Ability to support associate development and improve speed to productivity
- Knowledge of financial planning-based advice, deep discovery, solution implementation, client engagement, and consultative selling practices
- Ability to use quantitative and qualitative needs analysis techniques
- Ability to measure key metrics and assess development program impact
- Sedentary work capability
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness, and work life offerings
- Financial well-being support
- Physical, emotional, and financial well-being resources
- Collaborative in-office environment
- Meaningful learning experiences and development pathways
- Reasonable accommodation support for applicants with disabilities
- Drug-free and smoke-free workplace