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Partner with affluent clients to identify goals, analyze financial situations, and recommend customized wealth management and retirement solutions. Build and deepen long-term client relationships, communicate complex strategies clearly, and maintain required FINRA and insurance licenses.

Provides wealth management advice to affluent clients by assessing financial goals, analyzing financial situations, recommending investment and retirement solutions, and building long-term relationships. The role manages and grows a book of business through referrals, communicates complex financial concepts, and develops appropriate financial plans. Required registrations and licenses must be obtained within 120 days, including FINRA securities registrations and a resident-state life and health insurance license.

Manage and grow a high-net-worth client book by delivering fiduciary financial planning and investment strategies. Serve as primary client contact, collaborate with specialists, expand existing relationships, and proactively grow your practice through consultative sales and comprehensive wealth management solutions.

Develop and grow a wealth management practice serving high-net-worth clients. Manage an established book of business, understand client goals, provide fiduciary financial planning and investment strategies, guide clients through retirement, deepen relationships, and expand service adoption. Collaborate with internal specialists to deliver comprehensive recommendations and proactively anticipate client needs. Compensation includes base salary and variable incentives tied to business growth, sales performance, and key metrics.

Manage and deepen relationships with high-net-worth clients, providing fiduciary financial planning, investment strategies, and retirement guidance. Grow an established wealth management practice through relationship expansion, sales performance, and use of TIAA capabilities. Collaborate with internal specialists to deliver tailored recommendations and proactively address client needs.

Provides in-person and virtual financial counseling to retirement plan participants, prospects, beneficiaries, and representatives. Advises clients on pensions, annuities, investments, IRAs, insurance, and tax strategies; facilitates product purchases and service transactions; builds institutional plan sponsor relationships; and collaborates internally to support client and business initiatives.

Develop and grow a wealth management practice by managing relationships with high-net-worth clients, understanding their financial and retirement goals, and delivering tailored investment strategies. Serve as the primary financial contact, collaborate with internal specialists, deepen existing relationships, and expand the client base. The role requires fiduciary judgment, financial planning expertise, strong relationship-building skills, and securities and insurance licensing.

Supports client marketing initiatives focused on acquiring, developing, and retaining clients. Assists with go-to-market planning, campaign execution, audience segmentation, journey mapping, compliance and legal reviews, timeline coordination, and cross-functional handoffs. Collaborates with sales and marketing partners, provides tactical marketing support, and tracks departmental KPIs. This is an 11-month contingent worker engagement with an onsite or hybrid work arrangement.

The Internal Advisor Consultant builds partnerships with financial advisors, drives sales, manages client portfolios, and collaborates with teams to promote company products.

Create high-quality, compliant goal-based financial plans for wealth management clients, support advisors via Advice and Planning Helpdesk (email/phone), review plans for quality, assist with planning tools, respond to advisor questions, and occasionally lead small projects.