About this role
Role Overview
- Identify clients' financial goals, analyze financial landscape and develop recommendations
- Communicate complex financial solutions to clients
- Build meaningful and long-lasting relationships
Requirements
- University (Degree) Preferred
- 5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required
- 5+ years building long-lasting relationships with affluent clients or equivalent experience; Required
- FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State)
- Multiple Issuers required
- Certified Financial Planner (CFP)
- Certified Financial Planner Board of Standards preferred
- Or Chartered Financial Analyst
- Level I
- Chartered Financial Analyst Institute; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred
Benefits
- Superior retirement program
- Highly competitive health, wellness and work life offerings