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Wealth Management Advisor Job
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| Employer Name: TIAA-CREF |
SpiderID: 2175466 |
| Location: Roseland, New Jersey |
Date Posted: 4/1/2008 |
| Wage: Competitive |
Category: Finance/Investment |
| Job Code: |
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| Number Of Openings: 2 |
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Job Description:
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 Groups business
Serves as TIAAs 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.
Job Criteria:
Start Date: July 2008
Position Type: Full-Time Permanent
Years of Experience Required: 5
Education Required: Bachelors
Overnight Travel: Less Than 25%
Vacation Time: 2 weeks / year
Job Benefits:
Health/Dental Benefits, Retirement Benefits, Stock or Stock Options, Paid Holidays, Vacations, and Sick Leave, Life and/or Disability Insurance, Relocation Assistance, Tuition Reimbursement
Company Profile:
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.
Contact Information:
| Contact Name: Christina Lenarduzzi |
Company Type: Employer |
| Company: TIAA-CREF |
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| City: New York |
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| State: New York |
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| Zip: 10017 |
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Web Site: http://www.tiaa-cref.org/about/careers
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