Wealth Management Advisory Consultant II
TIAA
- Philadelphia, PA
- $88,900-108,000 per year
- Permanent
- Full-time
- 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.
- University (Degree) Preferred
- 3+ Years Required; 5+ Years Preferred
- SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Physical Requirements: Sedentary Work
7ICRequired 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.
- 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
- This will be a hybrid role which will require being in the Philadelphia office at least 3 days per week