Hiring difference makers.

Wealth Management Advisor - Syracuse

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Wealth Management
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TIAA
Thanks for your interest in the Wealth Management Advisor - Syracuse position. Unfortunately this position has been closed but you can search our 240 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 being visually or hearing impaired, please email Careers Help.


This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”).


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


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