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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in wealth management, client relationship management, and financial planning, with a strong focus on delivering tailored investment solutions and strategies for high-net-worth clients. Holds necessary financial licenses and certifications to provide fiduciary services and comprehensive financial guidance.
Highest-signal resume keywords
Wealth ManagementClient Relationship ManagementInvestment SolutionsFINRA Series 7Life and Health Insurance License
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 PlanningInvestment SolutionsFiduciary ResponsibilitiesRetirement PlanningPractice Growth Strategies
Soft Skills
Exceptional People SkillsSolutions-Oriented MindsetAutonomy and Accountability
Certifications & Qualifications
FINRA Series 7FINRA Series 63Series 65 or 66CFPCFA Level I
Industry Keywords
High-Net-Worth ClientsWealth Management PracticeClient TrustComprehensive RecommendationsEntrepreneurial Approach
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 client goals and deliver tailored financial strategies while acting as a fiduciary
- Serve as the primary financial contact for clients
- 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 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
- Resident-state Life and Health Insurance License with multiple issuers required (preferred)
- CFP or CFA Level I preferred
- Must be a U.S. applicant for reasonable accommodation support
Benefits
Comp & perks- Competitive variable compensation package tied to book of business, sales performance, and key performance metrics
- Promotion opportunities with additional compensation enhancements
- Top-tier retirement plan
- Tuition reimbursement
- Hybrid-flex work arrangements
- Robust professional development resources
- Competitive health, wellness, and work-life offerings
- Superior retirement program
- Drug-free and smoke-free workplace