Career Networking Event – Financial Advisors (Lewisville, TX 10/20; Denver, CO 10/25)
Location:
Lewisville , Texas
Posted:
September 26, 2016
Reference:
1706981

OVERVIEW:

Since 1918, it is TIAA-CREF’s mission to serve, our ability to perform, and the values we embrace that make us a different kind of financial services company. We are focused on serving our customers and helping make lifetime financial well-being possible for them.

By building a culture that allows all employees to contribute their unique talents and skills, we’re able to provide our clients with fresh ideas and distinct perspectives to help them achieve their goals.  We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of the wealth of our company.
For more information about TIAA-CREF, visit our website.

We are excited to let you know that TIAA is hiring Independent Associate Wealth Management Advisors for our Central Advisory Teams in Lewisville, Texas and Denver, Colorado!

We will be hosting a Career Networking Eventfor Licensed Wealth Professionals on:

  • Thursday, Oct. 20 in Lewisville, TX
  • Tuesday, Oct. 25 in Denver, CO

There is no formal presentation given, you simply confirm your attendance and show up any time during the specified hours of the event. This is a great opportunity for you to have a one-on-one conversation with our recruiters and hiring managers about our company and learn more about the position. We would love to learn more about you as well!

The Independent Associate Wealth Management Advisor serves as TIAA’s primary relationship manager for affluent TIAA clients. The IAWMA manages and develops an assigned book of business of client relationships across the U.S. using TIAA’s products and services.

At TIAA, we exist to serve our customers and to provide outcomes that truly matter to them. It is our mission to serve, our ability to perform, and the values we embrace that make us a different kind of Financial Services Company. We are proud that our culture sets us apart from others and where you are provided warm leads and our compensation program offers a base salary and bonus opportunities.

If you are interested in attending, apply to this position and we will contact you with details.

POSITION SUMMARY:

TIAA’s Individual Advisory Services Business offers highly sophisticated financial planning capabilities designed to help our clients accomplish their immediate and long term investment goals. The Individual Advisory Services Business launched in 2005 and aligns with the core values that made TIAA successful in the not-for-profit sector since 1918. As a result, we know our Wealth Management clients better than anyone else in the academic, medical, cultural and research environments. Today TIAA serves 5 million individuals overall, $866 Billion in Assets Under Management. We employ over 10,000 employees across 100+ local offices.

As we expand our IAS Business to meet client demand for our products and services, we take pride in building a remarkable group of talented advisors who thrive on a consultative client approach and team collegiality. Successful Advisors at TIAA understand their client’s unique financial objectives through one-on-one advice as well as leveraging our collaborative environment to deliver appropriate products and services. These products and services include Managed Accounts, Private Asset Management, Personal Trust Services, Retirement Plans, a family of no-load Mutual Funds, Life Insurance, IRAs, After-Tax Annuities, Brokerage Service and Education Savings plans. Strong Wealth Management Advisor applicants will have demonstrated experience serving affluent client needs through outstanding relationship management skills, solid financial service product knowledge and proven sales skills.

As a Wealth Management Advisor, you will have the opportunity to deliver a distinctive client experience that leverages our unique value proposition. How we’re different:

  • We utilize a consultative, needs-based approach to financial planning and advice.
  • We operate in a collaborative, team based environment. Advisors may also leverage our in-house Tax/Trust Estate Planning/Retirement/Investment experts, and utilize our local and regional operational professionals.
  • We prepare our Advisors for success with comprehensive training and tools. This includes a training program, mentorship program, peer coaching support, and ongoing education on investments, wealth management, new financial tools and company products.
  • We reward our employees for taking care of our clients. Our competitive compensation package includes an annual base salary, a variable bonus opportunity that rewards client service excellence rather than product promotion, and excellent benefits such as a Retirement Plan and 401k match, health/life insurance, education reimbursements.

KEY RESPONSIBILITIES AND DUTIES:

  • Serve as TIAA’s primary relationship manager for affluent clients.
  • Manage and develop an assigned book of business of client relationships across TIAA’s products and services while complying with all regulatory requirements.
  • Responsible for growing the book of business through identifying value-added products and services for clients, identifying and acquiring client assets held outside of TIAA and developing additional business through referrals.
  • Build and solidify client relationships pre- and post-retirement through a distinctive experience that leverages the unique value proposition of the Individual Advisory Service’s business.
  • Manages client relationships with the goal of developing first call status for all financial planning needs.
  • Coordinates communications within a centralized service and support model.

QUALIFICATIONS:

Basic Qualifications

  • Minimum of 2 years of demonstrated advisory, client management and sales experience providing complex financial planning services for high net worth and affluent clients.

Preferred Qualifications

  • Minimum of 2 years acting as a lead/primary relationship manager for a book high net worth and affluent clients. This experience entails demonstrated advisory, client management and proven sales experience providing complex financial planning services.

  • Existing Series 7, 66 (or 63 and 65) and appropriate state life insurance licenses are highly preferred. Candidates without existing licensing may be eligible for sponsorship per licensing guidelines.

  • Strong track record in generating sales and a broad background in retirement products, general investment matters and applicable tax and estate planning issues.

  • Excellent interpersonal skills and ability to engage clients either over the phone or in a video conferencing environment.

  • Demonstrated experience in understanding client’s financial situations and personal circumstances.

  • Demonstrated ability to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client’s situation that secures confidence and business.

  • Demonstrated experience in communicating both written and orally with clients.

  • Competent computing skills that include working with the Microsoft Office suite, CRM and proprietary systems.

  • Bachelor’s Degree strongly preferred and weighted.

  • Professional designation of Certified Financial Planner (CFP) also strongly preferred.

A little about us:

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