the smart solution for Denver jobs

Independent Associate Wealth Management Advisor - Denver, CO/Lewisville, TX/Charlotte, NC

Company: TIAA
Location: Denver
Posted on: March 13, 2018

Job Description:

Job Description
COMPANY OVERVIEW: Since 1918, it has been TIAA---s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. We---re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them. By building a culture that allows all employees to contribute their unique talents and skills, we---re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals. We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of our success*. For more information about TIAA, visit our website. KEY RESPONSIBILITIES AND DUTIES:

  • Serve as TIAA's primary relationship manager for affluent clients.
  • Manage and develop an assigned book of business of client relationships across TIAA's products and services while complying with all regulatory requirements.
  • Responsible for growing the book of business through identifying value-added products and services for clients, identifying and acquiring client assets held outside of TIAA and developing additional business through referrals.
  • Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition of the Individual Advisory Service's business.
  • Manages client relationships with the goal of developing first call status for all financial planning needs.
  • Coordinates communications within a centralized service and support model.

    Basic Qualifications
    • Minimum of 3 years--- experience working in financial services industry with high net worth clients (250k +) is required Preferred Qualifications
      • Minimum of 3 years acting as a lead/primary relationship manager for a book high net worth and affluent clients. This experience entails demonstrated advisory, client management and proven sales experience providing complex financial planning services.
      • Existing Series 7, 66 (or 63 and 65) and appropriate state life insurance licenses are highly preferred. Candidates without existing licensing may be eligible for sponsorship per licensing guidelines.
      • Strong track record in generating sales and a broad background in retirement products, general investment matters and applicable tax and estate planning issues.
      • Experience in understanding client's financial situations and personal circumstances.
      • Ability to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business.
      • Experience in communicating both written and orally with clients.
      • Computing skills that include working with the Microsoft Office suite, CRM and proprietary systems.
      • Bachelor's Degree in a business related field.
      • Professional designation of CERTIFIED FINANCIAL PLANNER--- (CFP--) preferred but can be obtained utilizing our Professional Designation Program

        Equal Employment Opportunity is not just the law, it---s our commitment. Read more about the Equal Employment Opportunity Law.
        If you need assistance applying due to being visually or hearing impaired, please email Careers Help.
        This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as ---protected characteristics---).
        *--2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017

        Keywords: TIAA, Denver, Independent Associate Wealth Management Advisor - Denver, CO/Lewisville, TX/Charlotte, NC, Executive, Denver, Colorado

        Click here to apply!

        Didn't find what you're looking for? Search again!

        I'm looking for
        in category

Other Executive Jobs

Environmental Manager
Description: PURPOSE The Regional Environmental Manager is responsible for optimizing designated company environmental aspects, along with optimization and implementation of environment-related processes and compliance (more...)
Company: LafargeHolcim
Location: Denver
Posted on: 03/18/2018

Shift Manager
Description: ABOUT YOUYou are the face of Noodles Company, and we must admit, you look great. You are always smiling, always doing more, always making our guests feel like family. You have a keen eye and your work (more...)
Company: Noodles & Company
Location: Lakewood
Posted on: 03/18/2018

CB2 Store Manager (Soon-to-Open Denver,CO)
Description: ul br li Maximize company sales growth and profitability by overseeing all activities affecting the store personnel and operations, including sales, customer service, merchandising, display and (more...)
Company: CB2
Location: Denver
Posted on: 03/18/2018

Director, Environmental Analysis
Description: Prologis is the leading owner, operator and developer of industrial logistics real estate across the Americas, Europe and Asia. We create value by developing and managing a world-class portfolio of high-quality (more...)
Company: Prologis
Location: Denver
Posted on: 03/18/2018

Strategic Accounts Manager - SW Region with Security Clearance
Description: Are you interested in working directly with Amazon Web Services and Microsoft's Azure Would you like to be part of a team focused on increasing adoption of cloud growth in the Southwest CA, NV, AZ, (more...)
Company: Smartronix
Location: Denver
Posted on: 03/18/2018

Outside Sales / Account Manager
Description: Job DescriptionWe're hiring sharp, outgoing and confident people within our local Sales Division for a Sales Representative. This role's primary responsibility is to generate business leads and sell EMG's (more...)
Company: Eliot Management Group
Location: Lakewood
Posted on: 03/18/2018

#8673 Interim Director of Nursing/ Unit Manager/ RN Supervisor - Compact RN license
Description: 8673 Interim Director of Nursing/ Unit Manager/ RN Supervisor --- Compact RN licenseJob posted on March 12, 2018Denver, Colorado APPLYInterim Director of Nursing/ Unit Manager/ RN Supervisor --- Compact (more...)
Company: LeaderStat
Location: Denver
Posted on: 03/18/2018

Program Manager - Global Critical Environments Team (GCET) Remote position
Description: We are currently seeking a Program Manager - Global Critical Environments Team GCET to join the team as a member of our growing McKinstry FMS, a division of BGIS is a Remote role. br br BGIS is (more...)
Company: Brookfield Global Integrated Solutions
Location: Denver
Posted on: 03/18/2018

Regional Sales Manager - Sexy Hair
Description: Henkel Beauty Care holds leading market positions worldwide and its brand-name product business is continuously expanding. In this fast-moving sector, success depends on constant innovation and high-quality (more...)
Company: Henkel
Location: Denver
Posted on: 03/18/2018

RN Manager Float Pool
Description: The RN Float Pool Manager position supports the mission of The Medical Center of Aurora of optimizing quality of life of all those served by expanding beyond the traditional focus on medical needs to (more...)
Company: The Medical Center of Aurora
Location: Aurora
Posted on: 03/18/2018

Log In or Create An Account


Forgot password?

Find us on Facebook

Find us on LinkedIn

Get the latest Colorado jobs by following @recnetCO on Twitter!

Denver RSS job feeds