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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. Possesses deep knowledge of investment solutions, financial planning, and the ability to navigate complex financial situations.
Highest-signal resume keywords
5+ Years Experience Managing A Book Of BusinessDeep Knowledge Of Investment SolutionsFINRA Series 7 And Series 63Life And Health Insurance LicenseSolutions-Oriented Mindset
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 ManagementClient Relationship ManagementInvestment SolutionsRetirement Planning
Soft Skills
Exceptional People SkillsAbility To Build Client TrustAutonomy And Accountability
Certifications & Qualifications
FINRA Series 7FINRA Series 63Series 65 Or 66CFPCFA Level I
Industry Keywords
High-Net-Worth ClientsFiduciaryPractice GrowthComprehensive RecommendationsTIAA Wealth Management
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 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
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
- Life and Health Insurance License (Resident State) Multiple Issuers required
- CFP or CFA Level I preferred
- Ability to obtain a CFP or CFA Level I designation, with TIAA covering the cost if neither is currently held
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 reasonable accommodations during the application process