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Client Services
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TIAA
Thanks for your interest in the Centralized Wealth Management Advisor - Dallas/Denver position. Unfortunately this position has been closed but you can search our 240 open jobs by clicking here.

Basic Qualifications

  • Minimum of 3 years of demonstrated advisory, client management and sales experience providing complex financial planning services for high net worth and affluent clients. 


Preferred Qualifications 
  • Minimum of 3 years acting as a lead/primary relationship manager for a book high net worth and affluent clients.  This experience entails demonstrated advisory, client management and proven sales experience providing complex financial planning services.

  • Series 7, 66 (or 63 and 65) and appropriate State Life and Health Insurance licenses are highly preferred.  All licenses must be obtained within 120 days from start date. Candidates without existing licensing may be eligible for sponsorship per licensing guidelines.

  • Strong track record in generating sales and a broad background in retirement products, general investment matters and applicable tax and estate planning issues.

  • Experience utilizing the Consultative Sales Process to understand a client’s financial situation and personal circumstances

  • Excellent interpersonal skills and ability to engage clients either in a video conference or phone based relationship.

  • Demonstrated ability to deliver a distinctive and thoughtful experience that is aimed at providing appropriate advice for the client's situation that secures confidence and business.

  • Demonstrated experience in communicating both written and orally with clients.

  • Competent computing skills that include working with the Microsoft Office suite, CRM and proprietary systems.

  • Bachelor's Degree strongly preferred and weighted.

  • Professional designation of Certified Financial Planner (CFP) preferred but can be obtained utilizing our Professional Designation Program





Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law.


 


If you need assistance applying due to visually or hearing impaired, please email Careers Help.


 


We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.




*©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017


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