About this role
Role Overview
- Partner with affluent clients to identify their financial goals
- Analyze clients' financial landscape and develop recommendations
- Communicate complex financial solutions utilizing interpersonal skills
- Build meaningful and enduring client relationships
- Develop and implement appropriate financial solutions
- Obtain all licenses within 120 days from start date
Requirements
- 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
- FINRA Registrations: Series 7, Series 63, Series 65, Series 66
- Life and Health Insurance License (Resident State)
- Multiple Issuers required
- Certified Financial Planner (CFP) preferred (TIAA will cover the cost of obtaining a CFP or CFA)
- Chartered Financial Analyst
- Level I preferred
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Comprehensive Total Rewards package