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Financial Planning Advisor at TIAA - ApplyBlast

Financial Planning Advisor

TIAA

3 months ago

3.6 on Glassdoor

Lexington, Kentucky, United States

Onsite

Full Time

Medior

0 applicants

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About this role

The Financial Planning Advisor partners with an Executive Wealth Management Advisor to identify client financial goals, analyze their financial landscape, and develop tailored recommendations. Working within a team, the advisor manages high‑net‑worth client relationships, grows the book of business through referrals, and meets annual sales targets while providing up‑to‑date investment guidance.

Responsibilities

Manage and grow relationships with high‑net‑worth clients
Develop and implement customized financial plans
Perform investment research and provide up‑to‑date guidance
Identify value‑add products and grow book of business through referrals
Meet or exceed annual sales targets

Skills

Qualifications

Bachelor's DegreeSeries 7Series 63Series 65Series 66

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

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At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.