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Independent Associate Wealth Management Advisor - Denver, CO

Company: TIAA
Location: Denver
Posted on: April 10, 2018

Job Description:

Job Description
COMPANY OVERVIEW: Since 1918, it has been Employer---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 Employer, visit our website. KEY RESPONSIBILITIES AND DUTIES:

  • Serve as Employer's primary relationship manager for affluent clients.
  • Manage and develop an assigned book of business of client relationships across Employer'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 Employer 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.


    QUALIFICATIONS:
    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 (Employer), 730 Third Avenue, New York, NY 10017
        C23921

        Keywords: TIAA, Denver, Independent Associate Wealth Management Advisor - Denver, CO, Executive, Denver, Colorado

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