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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 delivering tailored financial strategies. Proficient in navigating complex financial situations and expanding wealth management practices through collaboration and innovative approaches.
Highest-signal resume keywords
5+ Years Experience Managing A Book Of BusinessDeep Knowledge Of Investment SolutionsFINRA Series 7 And Series 63Life And Health Insurance LicenseCertified Financial Planner (CFP) Or Chartered Financial Analyst (CFA) Level I
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 PlanningWealth Management ServicesClient Relationship ManagementInvestment SolutionsRetirement Planning
Soft Skills
Exceptional People SkillsSolutions-Oriented MindsetAbility To Build Client TrustAutonomy And Accountability
Certifications & Qualifications
FINRA Series 7FINRA Series 63Series 65 Or 66Life And Health Insurance License
Industry Keywords
High-Net-Worth ClientsFiduciaryPractice GrowthComprehensive Recommendations
About the role
Key responsibilities & impact- Develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients
- Understand clients' goals and deliver tailored financial strategies while acting as a fiduciary
- Serve as the primary financial contact for clients
- Navigate complex financial situations and guide clients through and into retirement
- Grow the practice by expanding existing relationships and engaging TIAA's full wealth management capabilities
- Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs
- Apply a thoughtful, creative, and entrepreneurial approach to practice growth
- Sell wealth management services and build a client book of business
Requirements
What you’ll need- 5+ years of experience managing a book of business and building long-lasting relationships with affluent clients
- Deep knowledge of investment solutions and financial planning
- Exceptional people skills and ability to build client trust
- Solutions-oriented mindset
- Ability to work with autonomy and accountability
- FINRA Series 7 and Series 63
- Series 65 or 66
- Life and Health Insurance License; all licenses must be obtained within 120 days of start date
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I preferred
- Life and Health Insurance License (Resident State) Multiple Issuers required
Benefits
Comp & perks- Competitive variable compensation package tied to book of business, sales performance, and key performance metrics
- Opportunity for promotion with additional compensation enhancements
- Industry-leading benefits package
- Top-tier retirement plan
- Tuition reimbursement
- Hybrid-flex work arrangements
- Robust professional development resources
- Superior retirement program
- Competitive health, wellness, and work-life offerings
- Support for online application accommodations