- Manages time and resources efficiently and effectively
- Develops and implements strategic and tactical plans with strong considerations to client challenges.
- Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
- Reviews client information, including financial statements, risk investment profile and cash availability.
- Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals.
- Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
- Works in a team environment to maintain a book of business and meet or exceed annual sales targets. Educational Requirements
- University (Degree) Preferred Work Experience
- 3+ Years Required; 5+ Years Preferred FINRA Registrations
- SRC Indicator: Series 7; Series 63; Series 65; Series 66 Physical Requirements
- Physical Requirements: Sedentary Work Career Level
- 3+ years of experience in financial services
- FINRA Series 7 and Series 66 (or combination of 63 & 65) registrations must be obtained within the first 120 days. State health and life insurance licenses must be obtained within the first 120 days as a condition of employment.
- Bachelor's Degree
- 5+ years of experience in financial services
- Prior advisor/consultant experience
- Knowledge of institutional retirement plans
- MoneyGuidePro, and or experience with other advice planning tools
- This will be a hybrid role which will require being in the Philadelphia office at least 3 days per week
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Director, Healthcare Advisory Consulting
13 hours ago
EPAM Systems Philadelphia, United StatesYou are strategic, resilient, engaging with people, and a natural self-starter. You have a passion for solving complex problems. If this sounds like you, this could be the perfect opportunity to join EPAM as a **Director, Healthcare Advisory**. · In this role, you will engage wit ...
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Advisory Solution Consultant
5 days ago
ServiceNow Philadelphia, United StatesJob Description · Job DescriptionCompany Description · At ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world can't wait, and we innovate in ways no one else can for our customers and communities. By joinin ...
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Advisory Solution Consultant
5 days ago
ServiceNow Philadelphia, United States Full timeCompany Description · At ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world can't wait, and we innovate in ways no one else can for our customers and communities. By joining ServiceNow, you are part of an ...
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Director, Healthcare Advisory Consulting
6 days ago
EPAM Philadelphia, United StatesYou are strategic, resilient, engaging with people, and a natural self-starter. You have a passion for solving complex problems. If this sounds like you, this could be the perfect opportunity to join EPAM as a Director, Healthcare Advisory. · In this role, you will engage with i ...
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Wealth Management Advisory Consultant II
5 days ago
TIAA Philadelphia, United States Full time· Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well def ...
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Vice President, Regulatory Consulting
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Kroll Philadelphia, United StatesWe are looking for a Vice President to support our Regulatory Consulting team. As a Vice President you will take risks and solve problems. You will display leadership and influence others in our Regulatory Consulting business. Our Regulatory Consulting team provides expert compli ...
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Provisioning/field Technician
1 week ago
CBIZ Philadelphia, United StatesStatus Category: · **Part-Time** · - Exempt/Non-Exempt: · **Non-Exempt** · - Scheduled Hours Per Week: · **24** · - Job Code: · **IT174** · With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business se ...
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Strategy Insights
1 week ago
ZS Associates Philadelphia, United StatesPhiladelphia, Pennsylvania; Princeton, New Jersey; New York, New York; Bethesda, Maryland · - United States · - Business Consulting · - Strategy Insights & Planning · - $155,000.00 · - $172,500.00 · - 20132 · **ZS** is a place where passion changes lives. As a management consulti ...
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Help Desk Analyst Level 2
1 week ago
CBIZ Philadelphia, United StatesStatus Category: · **Full-Time** · - Exempt/Non-Exempt: · **Exempt** · - Scheduled Hours Per Week: · **40** · - Job Code: · **IT174** · With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business servic ...
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Strategy Insights
1 week ago
ZS Philadelphia, United States: · **ZS** is a place where passion changes lives. As a management consulting and technology firm focused on transforming global healthcare and beyond, our most valuable asset is our people. Here you'll work side-by-side with a powerful collective of thinkers and experts shaping ...
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Lead Statistician
1 week ago
Spark Therapeutics Philadelphia, United StatesJoin the Spark Team · We were born of innovation, springing from the curiosity, imagination and dedication of remarkable scientists and healthcare visionaries. Our shared mission is to unlock the power of gene therapy to accelerate healthcare transformation. · We don't follow foo ...
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Maximo Technical Consultant
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Arcadis Philadelphia, United States**Role: Maximo Technical Consultant** · **Location: United States (remote with travel)** · As an Arcadian, you already help us deliver world leading sustainable design, engineering, and consultancy solutions for natural and built assets. You are part of our global business compri ...
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Design Project Manager
1 week ago
AECOM Philadelphia, United States**Company Description** Work with Us. Change the World.** · At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thrive. We are the world' ...
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Civil Engineering Co-op Student
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Art Supervisor
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Razorfish Health Philadelphia, United States**Company Description** · **_ · About Razorfish Health_** · Razorfish Health is unique among the roster of the largest healthcare agencies. Here's why: · At Razorfish Health, we were built on _re-invention. _We were one of the very first digital agencies more than two decades ago ...
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Human Resources Business Partner
2 weeks ago
Rothman Orthopaedics Philadelphia, United States**Rothman Orthopaedics** is looking to hire a full-time **Human Resources Business Partner **to** **support our PA, NJ and NY region**** This position is mostly remote with travel required as needed throughout our PA and NJ regions. · **Job Summary**: · The Human Resources Busine ...
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Director of Engineering
1 week ago
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Resources for Human Development Inc Philadelphia, United States: · **Job title** · - DIRECTOR OF PERINATAL CARE_ · - #FPCN-DOPS _ · **The Family Practice & Counseling Network (FPCN)** provides comprehensive primary care, dental and behavioral health services. We stand behind the belief that all people are entitled to accessible, comprehensiv ...
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Medical Director- Neurology
13 hours ago
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Insurance Audit Director
2 days ago
Baker Tilly US, LLP Philadelphia, United StatesOverview: · Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles and ...
Wealth Management Advisory Consultant II - Philadelphia, United States - TIAA
Description
Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow their collective book through client referrals.
Key Responsibilities and Duties
7IC
Required Qualifications:
Preferred Qualifications :
Additional Details :
#LI-IL1
Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth ManagementAnticipated Posting End Date:
Base Pay Range: $88,900/yr. - $108,000/yr.Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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Company Overview
TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.
Read more about the Equal Opportunity Law here.
Wealth Management Advisory Consultant II professionals in Philadelphia
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Carl Denys
Senior Executive - Medical Devices - Go to Market