Wealth Management Advisor (Hamden, CT)

TIAA • Hamden, CT

23h • $100,000 - $110,000 • Onsite

About The Position

The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape, and develop recommendations to help them work toward well-defined financial objectives. The role communicates complex financial solutions using interpersonal communication and relationship-building skills, and builds meaningful, long-lasting client relationships by developing and implementing appropriate financial solutions.

Advisors deepen relationships with an established client base and organically grow their practices through referrals. They use investment and planning expertise to understand each client's needs and propose solutions suited to their circumstances. All required licenses must be obtained within 120 days of the start date.

Requirements

• At least 5 years in a role involving personal accountability and management of a book of business, or equivalent experience.
• At least 5 years building long-lasting relationships with affluent clients, or equivalent experience.
• Series 7 and Series 63 registrations.
• Series 65 or Series 66 registration.
• Life and Health Insurance License in the resident state.
• Demonstrated ability to uncover client needs, communicate constructively, collaborate, manage time and resources effectively, and pursue practice growth.
• Knowledge of investment solutions and financial planning.

Nice To Haves

• University degree preferred.
• Certified Financial Planner (CFP) certification preferred.
• CFA Level I preferred.
• If the candidate does not have CFP or CFA certification, TIAA will cover the cost of obtaining one and increase base salary upon successful completion.

Responsibilities

• Partner with affluent clients to identify financial goals and analyze their financial landscape.
• Develop recommendations to help clients work toward well-defined financial objectives.
• Communicate complex financial solutions using interpersonal communication and relationship-building skills.
• Build meaningful, long-lasting relationships with clients.
• Develop and implement appropriate financial solutions.
• Deepen relationships with an established client base and grow the practice through referrals.
• Obtain all required licenses within 120 days from the start date.

Benefits

• Superior retirement program.
• Competitive health, wellness, and work-life offerings.
• Potential participation in performance-linked incentive programs, depending on the role.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed