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 wealth management, financial planning, and investment solutions while effectively managing high-net-worth client relationships. Proven ability to deliver tailored financial strategies and navigate complex financial situations with a solutions-oriented mindset.
Highest-signal resume keywords
Wealth ManagementFinancial PlanningInvestment SolutionsClient Relationship ManagementFINRA Series 7
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 Strategy DevelopmentInvestment Solutions KnowledgeClient Needs AssessmentRetirement PlanningBook Management
Soft Skills
Exceptional People SkillsAuthentic Client EngagementTrust BuildingSolutions-Oriented MindsetAutonomy and Accountability
Certifications & Qualifications
FINRA Series 63Series 65 or 66Life and Health Insurance LicenseCertified Financial Planner (CFP)Chartered Financial Analyst (CFA) Level I
Industry Keywords
High-Net-Worth ClientsFiduciaryWealth Management CapabilitiesPractice GrowthInternal Collaboration
About the role
Key responsibilities & impact- Develop a high-quality wealth management practice
- Manage and deepen relationships with an established book of high-net-worth clients
- Understand clients' goals and deliver tailored financial strategies 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
- 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 engage clients authentically and build trust
- Solutions-oriented mindset focused on clients' financial lives
- 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 (preferred)
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I preferred
Benefits
Comp & perks- Competitive variable compensation package tied to book of business, sales performance, and key performance metrics
- Promotion opportunities with additional compensation enhancements
- Industry-leading benefits package
- Top-tier retirement plan
- Tuition reimbursement
- Hybrid-flex work arrangements
- Robust professional development resources
- Competitive health, wellness, and work-life offerings
- Superior retirement program
- Support for reasonable accommodations during the application process