Wealth Management Advisory Consultant II
1 week ago
We are seeking a highly skilled Wealth Management Advisory Consultant II to join our team at TIAA. As a key member of our advisory team, you will work closely with clients to understand their financial goals and develop tailored investment strategies to help them achieve their objectives.
Key Responsibilities- Client Relationship Management: Build and maintain strong relationships with clients, understanding their financial needs and goals.
- Investment Strategy Development: Collaborate with clients to develop customized investment strategies that align with their financial objectives.
- Financial Planning: Conduct thorough financial analyses to identify areas for improvement and develop recommendations to help clients achieve their financial goals.
- Team Collaboration: Work closely with our advisory team to share knowledge, best practices, and ideas to drive business growth.
- Education: Bachelor's degree preferred.
- Experience: 3+ years of experience in financial services, with a focus on investment advisory or wealth management.
- FINRA Registrations: Series 7 and Series 66 registrations required within the first 120 days of employment.
- Advanced Education: Bachelor's degree in a related field, such as finance or business.
- Industry Experience: 5+ years of experience in financial services, with a focus on investment advisory or wealth management.
- Specialized Knowledge: Knowledge of institutional retirement plans, money management, and financial planning tools.
As a Wealth Management Advisory Consultant II at TIAA, you will have the opportunity to work with a talented team of professionals who share your passion for helping clients achieve their financial goals. We offer a competitive compensation package, including a base salary range of $36.06-$50.48 per hour, as well as opportunities for professional growth and development.
We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking to make a meaningful impact in the financial services industry, we encourage you to apply for this exciting opportunity.
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