Wealth Management Advisor Job

Employer Name: TIAA-CREF	SpiderID: 2143978
Location: Syracuse, New York	Date Posted: 2/15/2008
Wage:	Category: Finance/Investment
Job Code:

Job Description:
WHO IS TIAA-CREF?
Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA-CREF) is a leading provider of retirement planning for people in the academic, research, medical and cultural fields. Our mission is to serve those who dedicate themselves to the benefit and enlightenment of others, by helping to plan the financial future of those who advance the greater good.

Wealth Management Advisor
Albany, NY - Syracuse, NY - Buffalo, NY - New York, NY - West Lafayette, IN - Detroit, MI - Ann Arbor, MI - Princeton, NJ - Hackensack, NJ - Roseland, NJ - Philadelphia, PA - Indianapolis, IN - East Lansing, MI - Oakton, VA - Washington, DC - St. Louis, MO - Little Rock, AR - Boston, MA - New Haven, CT - Bloomington, IN

• Responsible for building and managing assigned individual relationships with high net worth clients based upon holistic, objective financial planning and advice. Focus on retaining current and attracting new assets
• Client relationship management focused on developing "first call" status from clients for all of his/her financial needs
• Coordinating communications among and between a client's account team, and across appropriate institutional and other business segments
• Build and solidify client relationships pre and post retirement through a distinctive experience that leverages the unique value proposition of the Wealth Management Group’s business
• Serves as TIAA’s primary point of contact for High Net Worth and affluent clients and institutional key influencers
• Should be entrepreneurial in spirit and prepared to help build a new business within an outstanding company with a stellar reputation

Job Requirements:
• Bachelor's Degree or equivalent relevant experience
• NASD Series 7 and 66 (or combination of 63 and 65) and appropriate State insurance licenses
• Industry designations such as Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Mutual Fund Consultant (CMFC) preferred
• Minimum of 5 years experience in financial sales capacity providing financial planning services to high net worth clients.
• Proven track record in generating sales and relationship management to high net worth clients including broad technical skills in retirement plans, general investment matters and applicable tax, insurance and estate planning issues.
• Ability and experience in understanding a client's financial situation and personal circumstances, while providing thoughtful, appropriate advice for clients' situations aimed at securing confidence and financial services business.
• Excellent interpersonal skills and client face-to-face relationship building skills required for success in this role.
• Experience with Client Relationship Management systems preferred.
• Local or regional travel required.

As a TIAA employee, you have access to a highly competitive benefits package that includes the following plans: Retirement, 401(k), including an excess plan, Medical coverage, including prescription drug coverage, Dental coverage, Vision care, Long- and short-term disability, Life insurance, Flexible spending accounts, Paid time off, Work/life programs, Tuition reimbursement, Adoption assistance, Fitness reimbursement, Commuter benefits, and Back-up childcare.

If you or someone you know who shares the same values would be interested a new challenge, please apply directly online at www.tiaa-cref.org/careers. Candidates may also contact the TIAA-CREF Career Center at (262) 754-5036 to schedule an introduction.

Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required:
Overnight Travel:
Vacation Time:

Job Benefits:
Health/Dental Benefits, Retirement Benefits, Paid Holidays, Vacations, and Sick Leave, Life and/or Disability Insurance, Tuition Reimbursement, Transportation Subsidies

Contact Information:

Contact Name: Ellen Parsons	Company Type:
Company:

City: New York
State: New York
Zip: