Wealth Management Advisor - Lexington, KY

Teachers Insurance and Annuity Association-College Retirement Equities Fund (TIAA-CREF New York, New York), is one of the largest and most respected financial service providers in the world. For more than 85 years we’ve been dedicated to serving the financial well-being of an extraordinary group of people – those working in the academic, medical, cultural, and research fields.Financial Services

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


As a TIAA employee, you have access to a highly competitive benefits package that includes the following plans: Retirement, 401(k), including an excess plan, Medical coverage, including prescription drug coverage, Dental coverage, Vision care, Long- and short-term disability, Life insurance, Flexible spending accounts, Paid time off, Work/life programs, Tuition reimbursement, Adoption assistance, Fitness reimbursement, Commuter benefits, and Back-up childcare.
REQUIREMENTS


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 5 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

Valid U.S. driver's license may be required. Regional and local travel required