Wealth Management Advisor - San Francisco, CA - TIAA-CREF - San Francisco, CA
COMPANY OVERVIEW:
Since 1918, it has been TIAA’s mission to serve, our capacity to carry out and the values we embrace that make us a special sort of monetary providers group. We’re devoted to serving the monetary wants of these within the educational, medical, cultural, governmental and analysis fields, and dedicated to serving to make lifetime monetary nicely-being potential for them.
By constructing a tradition that permits all staff to contribute their distinctive skills and expertise, we’re capable of present our clients with recent concepts and distinct views to assist them obtain their objectives. We consider a various and inclusive workforce is certainly one of our biggest strengths and a key measure of our success * .
For extra details about TIAA, go to our web site .
POSITION SUMMARY:
TIAA’s Particular person Advisory Providers Enterprise gives extremely refined monetary planning capabilities designed to assist our shoppers accomplish their fast and long run funding objectives. The Particular person Advisory Providers Enterprise launched in 2005 and aligns with the core values that made TIAA profitable within the not-for-revenue sector since 1918. In consequence, we all know our Wealth Management shoppers higher than anybody else within the educational, medical, cultural and analysis environments. Immediately TIAA serves 5 million people general, $866 Billion in Belongings Underneath Management. We make use of over 10,000 staff throughout 100+ native workplaces.
As we increase our IAS Enterprise to satisfy shopper demand for our services, we take satisfaction in constructing a exceptional group of gifted advisors who thrive on a consultative shopper strategy and staff collegiality. Profitable Advisors at TIAA perceive their shopper’s distinctive monetary aims by way of one-on-one recommendation in addition to leveraging our collaborative setting to ship applicable services. These services embrace Managed Accounts, Personal Asset Management, Private Belief Providers, Retirement Plans, a household of no-load Mutual Funds, Life Insurance coverage, IRAs, After-Tax Annuities, Brokerage Service and Schooling Financial savings plans. Robust Wealth Management Advisor candidates may have demonstrated expertise serving prosperous shopper wants by means of excellent relationship management expertise, strong monetary service product information and confirmed sales expertise.
As a Wealth Management Advisor, you’ll have the chance to ship a particular shopper expertise that leverages our distinctive worth proposition. How we’re totally different:
We make the most of a consultative, wants-based mostly strategy to monetary planning and recommendation.
We function in a collaborative, group based mostly setting. Advisors may leverage our in-home Tax/Belief Property Planning/Retirement/Funding specialists, and make the most of our native and regional operational professionals.
We put together our Advisors for fulfillment with complete coaching and instruments. This features a coaching program, mentorship program, peer teaching help, and ongoing schooling on investments, wealth management, new monetary instruments and firm merchandise.
We reward our staff for taking good care of our shoppers. Our aggressive compensation package deal consists of an annual base wage, a variable bonus alternative that rewards shopper service excellence fairly than product promotion, and wonderful advantages similar to a Retirement Plan and 401okay match, well being/life insurance, schooling reimbursements. Relocation advantages could also be obtainable for particular geographic alternatives.
KEY RESPONSIBILITIES AND DUTIES:
Function TIAA’s main relationship supervisor for top internet value and prosperous shoppers.
Handle and develop an assigned e-book of enterprise of shopper relationships (roughly 400) throughout TIAA’s services whereas complying with all regulatory necessities.
Answerable for rising the e-book of enterprise by means of figuring out worth-added services for shoppers, figuring out and buying shopper belongings held outdoors of TIAA and creating further enterprise by way of referrals.
Construct and solidify shopper relationships pre- and submit-retirement by means of a particular expertise that leverages the distinctive worth proposition of the Particular person Advisory Service’s enterprise.
Manages shopper relationships with the objective of creating first name standing for all monetary planning wants.
Coordinates communications amongst a shopper’s account workforce and throughout relevant institutional segments.
Some native journey could also be required.
QUALIFICATIONS:
BASIC QUALIFICATIONS
Minimal of three years appearing as a lead/main relationship supervisor for a guide excessive internet value and prosperous shoppers. This expertise entails demonstrated advisory, shopper management and confirmed sales expertise offering complicated monetary planning providers.
PREFERRED QUALIFICATIONS
Present Collection 7, 66 (or 63 and 65) and applicable state life insurance licenses are extremely most popular. Candidates with out present licensing could also be eligible for sponsorship per licensing tips.
Robust monitor document in producing sales and a broad background in retirement merchandise, common funding issues and relevant tax and property planning points.
Wonderful interpersonal expertise and face-to-face relationship constructing talents.
Demonstrated expertise in understanding shopper’s monetary conditions and private circumstances.
Demonstrated potential to ship a particular and considerate expertise that’s aimed toward offering applicable recommendation for the shopper’s state of affairs that secures confidence and enterprise.
Demonstrated expertise in speaking each written and orally with shoppers.
Competent computing expertise that embrace working with the Microsoft Workplace suite, CRM and proprietary methods.
Bachelor’s Diploma strongly most popular and weighted.
Skilled designation of Licensed Monetary Planner (CFP) additionally strongly most popular
Equal Employment Alternative isn’t just the regulation, it’s our dedication.
Learn extra concerning the Equal Employment Alternative Regulation .
In the event you want help making use of as a consequence of being visually or listening to impaired, please e mail Careers Assist .
We’re an Equal Alternative/Affirmative Motion Employer. We’ll contemplate all certified candidates for employment no matter age, race, colour, nationwide origin, intercourse, faith, veteran standing, incapacity, sexual orientation, gender id, or some other legally protected standing.
- ©2016 Academics Insurance coverage and Annuity Affiliation of America (TIAA), 730 Third Avenue, New York, NY 10017 C23921
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