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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, 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 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 StrategiesInvestment SolutionsClient Goals UnderstandingSales PerformanceFiduciary Responsibilities
Soft Skills
Exceptional People SkillsSolutions-Oriented MindsetAutonomy and AccountabilityTrust BuildingCollaborative Work
Certifications & Qualifications
FINRA Series 7 LicenseFINRA Series 63 LicenseSeries 65 LicenseLife and Health Insurance LicenseCertified Financial Planner (CFP)
Industry Keywords
High-Net-Worth ClientsWealth Management PracticeRetirement PlanningClient Needs AnticipationEntrepreneurial 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
- Navigate complex financial situations and guide clients through and into retirement
- Expand existing relationships and engage TIAA's full wealth management capabilities
- Collaborate with internal specialists to deliver comprehensive recommendations
- Anticipate client needs
- Grow the practice with a thoughtful, creative, and entrepreneurial approach
- Sell wealth management services and products tied to business and sales performance
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 licenses
- Series 65 or 66 license
- 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)
- Must be able to work in a collaborative in-office environment
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
- Top-tier retirement plan
- Tuition reimbursement
- Hybrid-flex work arrangements
- Robust professional development resources
- Superior retirement program
- Competitive health, wellness, and work life offerings
- Financial well-being support
- Reasonable accommodation support for applicants with disabilities