Current jobs related to Wealth Management Advisory Consultant II - Frisco, Texas - TIAA

  • Wealth Management Consultant

    3 weeks ago

    Frisco, Texas, United States New York Life Insurance Company Full time

    Position Overview: Financial AdvisorAre you adept at listening and developing impactful, data-driven financial strategies? We are seeking a financially knowledgeable individual who is ready to establish a career in the finance sector. Our comprehensive training program cultivates skilled Registered Representatives who are passionate about building enduring...

  • Wealth Management Consultant

    3 weeks ago

    Frisco, Texas, United States New York Life Insurance Company Full time

    Position Overview: Financial AdvisorAre you skilled in listening and developing effective, data-driven financial strategies? We are seeking a knowledgeable individual ready to make a significant impact in the financial services sector. Our comprehensive training program prepares exceptional Registered Representatives who are committed to building enduring...

  • Wealth Management Specialist

    2 days ago

    Frisco, Texas, United States Bank of America Full time

    Job Title: Wealth Management SpecialistWe are seeking a highly skilled Wealth Management Specialist to join our team at Bank of America. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support to our high net worth clients.Key Responsibilities:Develop and implement comprehensive wealth...

  • Wealth Management Accountant

    3 weeks ago

    Frisco, Texas, United States Jobot Full time

    Wealth Management Accountant Opportunity with a Leading Real Estate FirmThis position is hosted by Jobot.A brief overview of the company:A well-established real estate firm with assets exceeding $3 billion, specializing in real estate development, ownership, management, commercial lending, venture capital, private equity, and vineyard operations.Reasons to...

  • Brand Management Specialist

    2 weeks ago

    Frisco, Texas, United States Mediabistro Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a leading financial services company, Merrill Wealth Management is one of the largest businesses of its kind in the world, specializing in goals-based wealth management,...

  • Jurisdictional Consultant II

    2 days ago

    Frisco, Texas, United States FM Global Full time

    About the RoleFM Global is seeking a highly skilled Jurisdictional Consultant II to join our team. As a key member of our organization, you will play a critical role in ensuring the safety and compliance of our clients' pressure equipment installations.Key ResponsibilitiesConduct on-site inspections and evaluations of pressure equipment installations to...

  • Marketing and Communications Lead

    2 weeks ago

    Frisco, Texas, United States Mediabistro Full time

    Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a key player in the financial industry, Merrill Wealth Management specializes in goals-based wealth management, including planning for retirement, education, legacy, and other...

  • Product Manager

    7 days ago

    Frisco, Texas, United States TIAA Full time

    Job DescriptionWe are seeking an experienced Product Manager to lead the development and delivery of best-in-class wealth products in partnership with third-party solution providers.Key Responsibilities:Develop and execute a strategic roadmap for third-party solution launches, ensuring alignment with business objectives and customer needs.Identify and...

  • Product Manager

    13 hours ago

    Frisco, Texas, United States TIAA Full time

    Job SummaryWe are seeking an experienced Product Manager to lead the development and delivery of best-in-class wealth products in partnership with 3rd party solution providers. This individual will be responsible for understanding customer needs, identifying solutions, developing business cases, defining product specifications, and overseeing product life...

  • Risk Management Consultant

    2 days ago

    Frisco, Texas, United States FM Global Full time

    Job SummaryFM Global is seeking a highly skilled Consultant Engineer II to join our team. As a key member of our risk management team, you will be responsible for conducting risk assessments and consulting with clients to help neutralize potential disasters.Key ResponsibilitiesIdentify property hazards at client facilities and deliver practical solutions to...

  • Mechanical Risk Consultant II

    3 weeks ago

    Frisco, Texas, United States Factory Mutual Insurance Company Full time

    Position Overview Factory Mutual Insurance Company is a premier provider of property insurance solutions for some of the largest corporations globally, offering engineering-driven risk management services to over one-third of FORTUNE 1000 companies. Our mission is to assist clients in maintaining seamless business operations through advanced loss-prevention...

  • Senior Accounting Manager, Oil and Gas Sector

    3 weeks ago

    Frisco, Texas, United States oilandgas Full time

    OverviewBaker Tilly is a prominent advisory, tax, and assurance firm, offering clients a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers, including New York, London, San Francisco, Los Angeles, Chicago, and Boston.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly)...

  • Senior Accounting Manager, Oil and Gas Sector

    3 weeks ago

    Frisco, Texas, United States oilandgas Full time

    OverviewBaker Tilly is a prominent advisory, tax, and assurance firm, delivering clients a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) offer professional services through an alternative practice structure in...

  • Senior Accounting Manager, Oil and Gas Sector

    3 weeks ago

    Frisco, Texas, United States Baker Tilly US, LLP Full time

    OverviewBaker Tilly is a prominent advisory, tax, and assurance firm, delivering clients a genuine coast-to-coast and global advantage in key regions of the U.S. and in many of the world's leading financial hubs. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) offer professional services through an alternative practice structure in...

  • Affordable Care Consultant

    3 weeks ago

    Frisco, Texas, United States USHEALTH Full time

    Position Overview:As a Benefits Enrollment Consultant, you will engage directly with self-employed individuals, small business proprietors, and families across America, guiding them to access a comprehensive suite of affordable health benefits and business services. In today's economic climate, many clients are seeking effective alternatives to their...

  • Management Consultant

    2 weeks ago

    Frisco, Texas, United States HAI, inc Full time

    Job DescriptionWe are a leading Business Consulting and Management Firm in the Dallas area, seeking a dedicated leader to enhance profitability by learning and assisting the marketing and sales team to gauge perspectives of consumer needs and compiling campaign reports that outline a strategy.The ideal candidate for this role will have previous experience in...

  • Senior Accounting Manager, Oil and Gas Sector

    3 weeks ago

    Frisco, Texas, United States Baker Tilly US, LLP Full time

    OverviewBaker Tilly is a prominent advisory, tax, and assurance firm, delivering clients a genuine coast-to-coast and global advantage in key regions of the U.S. and in many of the world's leading financial hubs. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in...

  • Senior Accounting Manager, Oil and Gas Sector

    3 weeks ago

    Frisco, Texas, United States Baker Tilly US, LLP Full time

    OverviewBaker Tilly is a prominent advisory, tax, and assurance firm, offering clients a true coast-to-coast and global advantage in key regions of the U.S. and in many of the world's foremost financial hubs - New York, London, San Francisco, Los Angeles, Chicago, and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) deliver...

  • Accounting Senior Manager for Energy Sector

    3 weeks ago

    Frisco, Texas, United States Baker Tilly Virchow Krause Full time

    Join Our Dynamic TeamAre you ready to be part of a leading consulting and accounting firm that is rapidly expanding? At Baker Tilly Virchow Krause, we are seeking a dedicated professional to enhance our client service in the accounting and advisory space.Your RoleAs a Senior Accounting Manager, you will play a pivotal role in:Delivering exceptional client...

  • Head of Audit Quality and Enhancement

    3 weeks ago

    Frisco, Texas, United States Baker Tilly US, LLP Full time

    Position Overview:Baker Tilly US, LLP is a prominent advisory, tax, and assurance firm, offering clients a distinct advantage across major regions in the U.S. and in leading global financial hubs. Our firm operates under an alternative practice structure, adhering to the AICPA Code of Professional Conduct and relevant regulations. As a licensed independent...

Wealth Management Advisory Consultant II

4 months ago

Frisco, Texas, United States TIAA Full time

Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow their collective book through client referrals.

Key Responsibilities and Duties

  • Manages time and resources efficiently and effectively
  • Develops and implements strategic and tactical plans with strong considerations to client challenges.
  • Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
  • Reviews client information, including financial statements, risk investment profile and cash availability.
  • Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals.
  • Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
  • Works in a team environment to maintain a book of business and meet or exceed annual sales targets.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 3+ Years Required; 5+ Years Preferred

FINRA Registrations

  • SRC Indicator: Series 7; Series 63; Series 65; Series 66

Physical Requirements

  • Physical Requirements: Sedentary Work


Career Level
7IC

Required Qualifications:

  • 3+ years of experience in financial services
  • FINRA Series 7 and Series 66 (or combination of 63 & 65) registrations must be obtained within the first 120 days. State health and life insurance licenses must be obtained within the first 120 days as a condition of employment.

Preferred Qualifications:

  • Bachelor's Degree
  • 5+ years of experience in financial services
  • Prior advisor/consultant experience
  • Knowledge of institutional retirement plans
  • MoneyGuidePro, and or experience with other advice planning tools

Additional Details:

  • This will be a hybrid role which will require being in the Denver office at least 3 days per week

#LI-HW1

Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management

Anticipated Posting End Date:

Base Pay Range: $88,900/yr. - $108,000/yr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

_____________________________________________________________________________________________________

Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone:

Email:

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

For Applicants of Greenwood residing in Brazil (English), click here.

For Applicants of Greenwood residing in Brazil (Portuguese), click here.

For Applicants of Westchester residing in Brazil (English), click here.

For Applicants of Westchester residing in Brazil (Portuguese), click here.