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Financial Advisor (Wealth Management)
TIAA-CREF
Birmingham, AL, United States
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COMPANY OVERVIEW:
As long as there are people who make the world a better place, we’ll keep making a difference for them. Since 1918, it has been TIAA’s mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization.
When you work here at TIAA, you’re not just in it for yourself. You are part of something bigger. A collective mission to make a difference – a collective mission we make our own.
To be difference makers.
For more information about TIAA, visit our website.
POSITION SUMMARY:
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KEY RESPONSIBILITIES AND DUTIES:
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QUALIFICATIONS:
Required:
• Minimum of 3 years experience working in financial services industry with high net work clients (250k +)
Preferred:
• Series 7, 66 (or 63 and 65) and appropriate State Life and Health Insurance licenses are highly preferred. All licenses must be obtained within 120 days from start date.
• Experience as a lead planner/advisor for a book of high net worth (250k +) and affluent clients
• Ability to deliver a distinctive and thoughtful experience that is aimed at presenting complex information in a way that enables clients to make informed investment decisions
• Experience assisting clients with retirement products and solutions, general investment matters and applicable tax and estate planning issues
• Experience utilizing the Consultative Sales Process to understand a client’s financial situation and personal circumstances * Experience generating sales from warm leads
• Experience generating sales from warm leads
• Computer skills that include working knowledge with Microsoft Office suite, CRM, and proprietary systems
• Experience conducting in-person client meetings and presentations
• Ability to multi-task and prioritize
• 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