Financial Planning Advisor - Seattle, WA
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From TIAA’s original posting
Financial Planning Advisor Supported with a robust array of resources and solutions, the Financial Planning Advisor partners with an Executive Wealth Management Advisor as part of a team to identify the financial goals of our clients, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Financial Planning Advisor partners with their team to grow their collective book through client referrals. Key Responsibilities and Duties • Manages and grows individual relationships with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets. • 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…
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