Hiring difference makers

Financial Advisor, Wealth Management - Seattle

📁
Wealth Management
💼
TIAA
Thanks for your interest in the Financial Advisor, Wealth Management - Seattle position. Unfortunately this position has been closed but you can search our 167 open jobs by clicking here.

QUALIFICATIONS: 

  • Minimum of 3 years’ experience working in financial services industry with high net worth clients (250k +) is required


PREFERRED QUALIFICATIONS:

  •  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.
  • Experience as a lead planner/advisor for a book of high net worth (250k +) and affluent clients
  • Ability to deliver a distinctive and thoughtful experience that is aimed at presenting complex information in a way that enables clients to make informed investment decisions
  • Experience assisting clients with retirement products and solutions, 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
  • Experience generating sales from warm leads
  • Computer skills that include working knowledge with Microsoft Office suite, CRM, and proprietary systems
  • Experience conducting in-person client meetings and presentations
  • Ability to multi-task and prioritize 
  • Bachelor’s Degree in a business related field 
  • 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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