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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial planning, investment solutions, and wealth management while building and maintaining long-lasting relationships with affluent clients. Holds necessary financial licenses and certifications to provide tailored financial recommendations and solutions.
Highest-signal resume keywords
5+ Years Client Relationship ManagementSeries 7 FINRA RegistrationSeries 63 FINRA RegistrationCertified Financial Planner (CFP)Wealth Management Expertise
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 SolutionsRetirement PlanningBusiness DevelopmentSales Skills
Soft Skills
Client Relationship BuildingCommunication Skills
Certifications & Qualifications
Series 65 FINRA RegistrationSeries 66 FINRA RegistrationLife and Health Insurance License
Industry Keywords
Wealth ManagementAffluent ClientsFinancial GoalsFinancial ObjectivesClient Base Management
About the role
Key responsibilities & impact- Partner with affluent clients to identify financial goals
- Analyze clients’ financial landscapes
- Develop recommendations to help clients work toward well-defined financial objectives
- Communicate complex financial solutions to clients
- Build meaningful and long-lasting client relationships
- Develop and implement financially appropriate solutions
- Grow the practice organically through referrals
- Manage and deepen relationships with an established client base
Requirements
What you’ll need- 5+ years in a role with personal accountability and managing a book of business or equivalent experience
- 5+ years building long-lasting relationships with affluent clients or equivalent experience
- Series 7, Series 63, Series 65, or Series 66 FINRA registration
- Life and Health Insurance License (Resident State) required
- All licenses must be obtained within 120 days from start date
- University degree preferred
- Certified Financial Planner (CFP) certification preferred, or Chartered Financial Analyst (CFA) Level I preferred
- Sedentary work physical requirement
- Knowledge of investment solutions and financial planning
- Wealth management, retirement planning, sales, business development, and client relationship management skills
Benefits
Comp & perks- Superior retirement program
- Competitive health, wellness, and work-life offerings
- Financial, physical, and emotional well-being support
- AI tools and future-focused skills development
- Meaningful learning experiences and development pathways
- Incentive program participation linked to performance may be available
- TIAA will cover the cost of obtaining a CFP or CFA certification if not already held
- Base salary increase upon successful completion of a CFP or CFA certification