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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 navigate complex financial situations and deliver tailored strategies that align with clients' goals.
Highest-signal resume keywords
5+ Years Experience Managing A Book Of BusinessDeep Knowledge Of Investment SolutionsFINRA Series 7 And Series 63Life And Health Insurance LicenseCertified Financial Planner (CFP) Preferred
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 SolutionsWealth ManagementFiduciary ResponsibilityClient Relationship Management
Soft Skills
Exceptional People SkillsSolutions-Oriented MindsetAbility To Engage Clients AuthenticallyCreative Approach To Practice GrowthAutonomy And Accountability
Certifications & Qualifications
FINRA Series 7FINRA Series 63Series 65 Or 66Life And Health Insurance LicenseCertified Financial Planner (CFP)
Industry Keywords
High-Net-Worth ClientsWealth Management PracticeRetirement PlanningClient Needs AnticipationComprehensive Recommendations
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
- 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 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
- Ability to thrive 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
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I preferred
- Must act as a fiduciary and in clients' best interests
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