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Wealth Management Advisor - Ann Arbor-1686109: TIAA-CREF

Job ID1686109
Company NameTIAA-CREF
Job CategorySales; Accounting/Finance
LocationAnn Arbor, MI
Position TypeFull-Time, Employee
Experience5-10 Years Experience
Date PostedAugust 1, 2009 (Reposted Dec 27)
TIAA-CREF
View TIAA-CREF profile and job listings

WHO IS TIAA-CREF?

Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA-CREF) is a leading provider of retirement planning for people in the academic, research, medical and cultural fields. Our mission is to serve those who dedicate themselves to the benefit and enlightenment of others, by helping to plan the financial future of those who advance the greater good.

Wealth Management Advisor - Ann Arbor-1686109

Description

  • Manage assigned individual relationships with high net worth clients across all products and services focusing on building book of business and retaining assets
  • Build and solidify client relationships pre and post retirement through a distinctive experience that leverages the unique value proposition of the Wealth Management Group's business
  • Serves as TIAA's primary point of contact for High Net Worth and affluent clients and institutional key influencers

Qualifications

  • Bachelors degree
  • NASD Series 7 and 66 (or combination of 63 and 65) and appropriate State insurance licenses
  • Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Mutual Fund Consultant (CMFC), preferred
  • Minimum of 7-10 years of experience in financial sales capacity providing financial planning services to high net worth clients
  • Proven track record in generating sales and managing relationships with high net worth clients, including broad technical skills in retirement products, general investment matters and applicable tax and estate planning issues
  • Demonstrated experience understanding a client's unique financial situation, providing appropriate advice and solutions, and exhibiting financial leadership.
  • Excellent interpersonal skills and client face-to-face relationship building skills as well as a team player
  • Experience with client relationship management (CRM) systems

Position Information


Job Title:
Wealth Management Advisor - Ann Arbor-1686109


Company:
TIAA-CREF


Location:
MI-Ann Arbor


Status:
Full-Time,Employee


Job Category:
Client Services/Sales/Wealth Mgmt


Reference Code:
1686109




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