Wealth Advisor for Affluent Clients - Licensed & CFP Ready

• partners with affluent clients to identify their financial goals

• analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives

• Communicates complex financial solutions to clients

• utilizes interpersonal communication and relationship building skills

• Builds meaningful and long-lasting relationships

• develops and implementing financial appropriate financial solutions

• All licenses must be obtained within 120 days from start date

Requirements

• 5+ years in a role with personal accountability and managing a book of business or equivalent experience;
  Required
• 5+ years building long-lasting relationships with affluent clients or equivalent experience;
  Required
• FINRA Registrations SRC Indicator:
  Series 7;
  Series 63;
  Series 65;
  Series 66 Licenses and Certifications
• Life and Health Insurance License (Resident State) - Multiple Issuers required
• Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred
• Chartered Financial Analyst
  - Level I
  - Chartered Financial Analyst Institute ;
  If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred

Core Competencies

Demonstrates expertise in building and maintaining relationships with affluent clients while providing tailored financial solutions. Holds necessary financial licenses and certifications to effectively analyze and communicate complex financial strategies.

Highest-signal resume keywords

• 5+ Years Managing A Book Of Business
• 5+ Years Building Relationships With Affluent Clients
• Series 7 License
• Series 63 License
• Certified Financial Planner (CFP)

ATS Optimization Keywords

Soft Skills

• Interpersonal Communication
• Relationship Building
• Complex Financial Solution Communication

Certifications & Qualifications

• Series 65 License
• Series 66 License
• Life And Health Insurance License
• Chartered Financial Analyst
  - Level I

Industry Keywords

• Financial Goals
• Financial Landscape
• Financial Solutions
• Affluent Clients