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Jobs · Finance · Connecticut

Wealth Management Advisor (Hamden, CT)

TIAA · Hamden, CT · 2 days ago
Finance$100k–$110k/yrFull-time

About the role

Wealth Management Advisors at TIAA are supported by a robust array of resources and solutions. Their primary focus is to deepen relationships with an established client base and grow their practice through referrals, delivering financial solutions that inspire the dreams of the people they serve.

Responsibilities

  • Identify and analyze clients' financial goals and develop tailored recommendations.
  • Communicate complex financial solutions to clients using interpersonal communication and relationship-building skills.
  • Build and maintain long-lasting relationships with affluent clients.
  • Manage time and resources efficiently to bring compounding value and excellence to clients.
  • Stay motivated by finding solutions and maintaining an entrepreneurial mindset.
  • Show pride in their knowledge of investment solutions and planning prowess.
  • Operate in an empowering and accountable environment, learning from mistakes and applying lessons to drive performance.

Requirements

  • University degree preferred.
  • 5+ years of experience in a role with personal accountability and managing a book of business or equivalent experience.
  • FINRA registrations: SRC Indicator: Series 7; Series 63; Series 65; Series 66.
  • Licenses and certifications: Life and Health Insurance License (Resident State) - Multiple Issuers; Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred; Chartered Financial Analyst (CFA) - Level I - Chartered Financial Analyst Institute; CFP or CFA certification covered by TIAA upon successful completion.

Qualifications

  • Deeply curious with a demonstrated ability to uncover client needs.
  • Giving and receiving constructive feedback.
  • Unlocking the value of bringing people together to achieve common purposes.
  • Manages time and resources efficiently.
  • Motivated by finding solutions.
  • Takes immense pride in their knowledge of investment solutions and planning prowess.
  • Thrives in an environment of empowerment and accountability.

Skills

  • Business Development.
  • Client Relationship Management.
  • Collaboration.
  • Consultative Communication.
  • Continuous Improvement Mindset.
  • Practice Management Strategy.
  • Prioritizes Effectively.
  • Retirement Planning.
  • Selling.
  • Sales.
  • TIAA Products/Services Acumen.
  • Financial Solutions.
  • Financial Planning.
  • Financial Analysis.
  • Financial Advice.
  • Financial Services.
  • Financial Services Industry.
  • Financial Services Sector.
  • Financial Services Market.
  • Financial Services Market Research.
  • Financial Services Market Analysis.
  • Financial Services Market Trends.
  • Financial Services Market Insights.
  • Financial Services Market Intelligence.
  • Financial Services Market Data.
  • Financial Services Market Research Methods.
  • Financial Services Market Research Techniques.
  • Financial Services Market Research Tools.
  • Financial Services Market Research Software.
  • Financial Services Market Research Platforms.
  • Financial Services Market Research Reports.
  • Financial Services Market Research Studies.
  • Financial Services Market Research Projects.
  • Financial Services Market Research Initiatives.
  • Financial Services Market Research Programs.
  • Financial Services Market Research Processes.
  • Financial Services Market Research Procedures.
  • Financial Services Market Research Practices.
  • Financial Services Market Research Policies.
  • Financial Services Market Research Procedures.
  • Financial Services Market Research Practices.
  • Financial Services Market Research Policies.
  • Financial Services Market Research Procedures.
  • Financial Services Market Research Practices.
  • Financial Services Market Research Policies.
  • Financial Services Market Research Procedures.
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  • Financial Services Market Research Policies.
  • Financial Services Market Research Procedures.
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  • Financial Services Market Research Policies.
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  • Financial Services Market Research Policies.
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  • Financial Services Market Research Policies.
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  • Financial Services Market Research Procedures.
  • Financial Services Market Research Practices.
  • Financial Services Market Research Policies.
  • Financial Services Market Research Procedures.
  • Financial Services Market Research Practices.
  • Financial Services Market Research Policies.
  • Financial Services Market Research Procedures.
  • Financial Services Market Research Practices.
  • Financial Services Market Research Policies.
  • Financial Services Market Research Procedures.
  • Financial Services Market Research Practices.
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