Financial Advisor - Wealth Management
- Serve as TIAA's primary relationship manager for high net worth and affluent clients.
- Responsible for growing the book of business through identifying value-added products and services for clients.
- Manage and develop an assigned book of business of client relationships (approximately 500) across TIAA's products and services while complying with all regulatory requirements.
Experience as a lead planner/advisor for a book of high net worth (250k +) and affluent clients
Experience utilizing the Consultative Sales Process to understand a client’s financial situation and personal circumstances
Experience generating sales from warm leads
Experience conducting in-person client meetings and presentations
Presentation skills
Prospecting skills
Series 7 license
Series 65
Series 63 license
Adaptable
Communication
Multitasking
Process Improvement
Results Oriented
According to JobzMall, the average salary range for a Financial Advisor - Wealth Management in 101 Market St, San Francisco, CA 94105, USA is $85,000 to $140,000 per year. This range can vary depending on the experience and qualifications of the individual, as well as the company they work for.
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The Teachers Insurance and Annuity Association of America-College Retirement Equities Fund, is a Fortune 100 financial services organization that is the leading provider of financial services in the academic, research, medical, cultural and governmental fields.
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