Wealth Management Advisory Consultant II

4 weeks ago

Lewisville, 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 Dallas 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.

  • Client Service Representative Tech II

    5 days ago

    Lewisville, Texas, United States Quest Diagnostics Incorporated Full time

    Category Customer Service Location Lewisville, Texas Job function Operations Job family Client ServicesShift Day Employee type Regular Full-Time Work mode On-siteClient Service Representative Tech II - Lewisville, TX - Monday to Friday 8:00AM - 5:00PMThe Client Service Representative Tech II works closely with ordering providers, regional laboratories, and...

  • Pharmacy Technician II

    4 weeks ago

    Lewisville, Texas, United States HCA Healthcare Full time

    Description Medical City LewisvillePRN - As NeededIntroductionAre you looking for a work environment where diversity and inclusion thrive? Submit your application for our Pharmacy Technician II PRN opening with Medical City Lewisville today and find out what it truly means to be a part of the HCA Healthcare team.BenefitsMedical City Lewisville, offers a...

  • Pharmacy Technician II

    3 weeks ago

    Lewisville, Texas, United States HCA Healthcare Full time

    Description Medical City LewisvillePRN - As NeededIntroductionAre you looking for a work environment where diversity and inclusion thrive? Submit your application for our Pharmacy Technician II PRN opening with Medical City Lewisville today and find out what it truly means to be a part of the HCA Healthcare team.BenefitsMedical City Lewisville, offers a...

  • Financial Services Consultant

    3 weeks ago

    Lewisville, Texas, United States TIAA Full time

    Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people—and we're not done yet. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than...

  • Financial Services Consultant

    5 days ago

    Lewisville, Texas, United States TIAA Full time

    Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people—and we're not done yet. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management.But we're not just another legacy financial services firm. We're fighting harder than...

  • IT-Consultant Transport Management

    5 days ago

    Lewisville, Texas, United States Sapphire Enterprises Full time

    As a self-financed family business, we are more than just a network of approximately 8,100 locations spanning 31 countries, with an annual turnover of approximately 8.1 billion euros and one of the most successful online shoe shops in Europe. Deichmann is a pioneer, promoter, and employer of over dedicated employees worldwide. As a sustainably expanding...

  • Financial Services Consultant

    3 weeks ago

    Lewisville, Texas, United States TIAA Full time

    Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people—and we're not done yet. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management.But we're not just another legacy financial services firm. We're fighting harder than...

  • Financial Services Consultant

    3 weeks ago

    Lewisville, Texas, United States TIAA Full time

    Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people—and we're not done yet. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management.But we're not just another legacy financial services firm. We're fighting harder than...

  • Customer 360 Solutions Architect/Consultant/Developer

    5 days ago

    Lewisville, Texas, United States Verdant Infotech Solutions Full time

    Customer 360 Solutions Architect/Consultant/Developer Terms: 6+ Month ContractInterview Process: VideoWork schedule details: Must be local to New York, NY. Onsite as needed. Status: GC,USC,GC-EAD,H4-EAD,OPT-EADPlease attach two managerial level references with each candidate submittal, we will have to check the reference before submittal per the client...

  • District Sales Manager

    3 weeks ago

    Lewisville, Texas, United States Sysco Full time

    Company: US0006 Sysco North Texas (Division of USA I)Zip Code: 75056Minimum Level of Education: High School or EquivalentMinimum Years of Experience: 2 YearsEmployment Type: Full TimeTravel Percentage: Up to 50%JOB SUMMARYThe District Sales Manager (DSM) position requires exceptional management of sales performance among Sales Consultants (SCs). The role is...

  • District Sales Manager

    4 weeks ago

    Lewisville, Texas, United States Sysco Full time

    Company: US0006 Sysco North Texas (Division of USA I)Zip Code: 75056Minimum Level of Education: High School or EquivalentMinimum Years of Experience: 2 YearsEmployment Type: Full TimeTravel Percentage: Up to 50%JOB SUMMARYThe District Sales Manager (DSM) position requires exceptional management of sales performance among Sales Consultants (SCs). The role is...

  • District Sales Manager

    3 weeks ago

    Lewisville, Texas, United States Sysco Full time

    Company: US0006 Sysco North Texas (Division of USA I)Zip Code:75056Minimum Level of Education:High School or EquivalentMinimum Years of Experience:2 YearsEmployment Type:Full TimeTravel Percentage: Up to 50%COMPENSATION INFORMATION:The pay range provided is not indicative of Sysco's actual pay range but is merely algorithmic and provided for generalized...

  • District Sales Manager

    4 weeks ago

    Lewisville, Texas, United States Sysco Full time

    Company: US0006 Sysco North Texas (Division of USA I)Zip Code:75056Minimum Level of Education:High School or EquivalentMinimum Years of Experience:2 YearsEmployment Type:Full TimeTravel Percentage: Up to 50%COMPENSATION INFORMATION:The pay range provided is not indicative of Sysco's actual pay range but is merely algorithmic and provided for generalized...

  • Supervisor Team Lead II Operations

    5 days ago

    Lewisville, Texas, United States Mary Kay Full time

    Job Summary Intermediate level Team Lead is accountable for the timely processing/weighing or sanitation of global cosmetic and OTC (over the counter) products according to established quality and operating criteria and standards for finished goods in excess of 15MM units per month. Acts with moderate guidance from cell managers and/or Team Lead III....

  • Project Controls Manager

    5 days ago

    Lewisville, Texas, United States Primoris Services Corporation Full time

    PRIMORIS POWER DELIVERY IS ON POINT IN 2024With over 70 years of operating experience, Primoris Power Delivery services include engineering and design, installation and maintenance, material and equipment procurement, repair of electrical transmission, distribution, substation, wireless communication, and storm restoration. Our experience ranges from small...

  • Automotive Sales Consultant Dealership

    5 days ago

    Lewisville, Texas, United States SAM PACK FORD COUNTRY OF LEWISVILLE Full time

    Join our team at Pack Auto Group!About Pack Auto Group:At Pack Auto Group, we strongly believe that our workforce plays a key role in driving our success. Established in 1980, our company has experienced continuous growth while staying true to our core principles of fun, integrity, caring, discipline, and ongoing enhancement. We are committed to creating a...

  • Software Engineer

    3 weeks ago

    Lewisville, Texas, United States CSC Corptax Full time

    Job DescriptionSoftware EngineerUnited States-RemoteMonday to Friday 8 a.m. to 5 p.m.RemoteExperience what it's like to be part of a team that helps drive our software content and enables our customers to use our software with confidence. Successful Software Engineers should have a passion for technology, collaboration, and creative problem-solving. This...

  • Software Engineer

    3 weeks ago

    Lewisville, Texas, United States CSC Full time

    JOB DESCRIPTION Software EngineerUnited States-RemoteMonday to Friday 8 a.m. to 5 p.m.RemoteExperience what it's like to be part of a team that helps drive our software content and enables our customers to use our software with confidence. Successful Software Engineers should have a passion for technology, collaboration, and creative problem-solving. This...

  • Software Engineer

    1 month ago

    Lewisville, Texas, United States CSC Corptax Full time

    Job DescriptionSoftware EngineerUnited States-RemoteMonday to Friday 8 a.m. to 5 p.m.RemoteExperience what it's like to be part of a team that helps drive our software content and enables our customers to use our software with confidence. Successful Software Engineers should have a passion for technology, collaboration, and creative problem-solving. This...

  • Software Engineer

    1 month ago

    Lewisville, Texas, United States CSC Full time

    JOB DESCRIPTION Software EngineerUnited States-RemoteMonday to Friday 8 a.m. to 5 p.m.RemoteExperience what it's like to be part of a team that helps drive our software content and enables our customers to use our software with confidence. Successful Software Engineers should have a passion for technology, collaboration, and creative problem-solving. This...