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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 and wealth management, with a strong focus on building and maintaining relationships with affluent clients. Proficient in analyzing financial landscapes and developing tailored investment solutions to meet client objectives.
Highest-signal resume keywords
5+ Years Client Relationship ManagementSeries 7 RegistrationSeries 63 RegistrationSeries 65 RegistrationWealth Management
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
Soft Skills
Client Relationship BuildingCommunication
Certifications & Qualifications
Life and Health Insurance LicenseCFP CertificationCFA Level I
Industry Keywords
Affluent ClientsFinancial GoalsFinancial ObjectivesClient ReferralsBook of Business
About the role
Key responsibilities & impact- Partner with affluent clients to identify financial goals
- Analyze clients’ financial landscapes
- Develop recommendations supporting 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 client referrals
- 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 registration
- Series 63 registration
- Series 65 registration
- Series 66 registration
- Life and Health Insurance License (Resident State) required
- All licenses must be obtained within 120 days from start date
- University degree preferred
- CFP certification preferred or CFA Level I preferred
- Knowledge of investment solutions and financial planning
- Wealth management, retirement planning, sales, business development, and client relationship management skills
Benefits
Comp & perks- Competitive variable compensation package with material upside potential
- Incentive programs linked to performance, including annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans
- 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
- Superior retirement program
- Competitive health, wellness and work life offerings
- Support for online application accommodations
- Drug-free and smoke-free workplace