Tiaa Cref Work Values

Daily Duties at Tiaa Cref:

Collaborated with Wealth Management Advisors to develop and implement suitable portfolio management and retirement spending strategies for high net-worth clients. Analyzed financial data gathered by Advisors to determine the best asset allocation and protection strategies. Coached Advisors on presenting solutions that addressed the specific needs of each client and successfully incorporated the expertise of various specialists on more complex investment and estate planning issues. Performed due diligence and analyzed all financial documents to ensure Advisor's compliance with all FINRA regulations.

What they like about Tiaa Cref:

The social vibrance of a hiring firm is very important to you. Your ability to make and maintain friendships there is a critical part of your decision. You would likely be dissatisfied with a workplace that is quiet, cold, or otherwise not particularly social. When you investigate a new hiring company, ask recruiters, managers, and potential co-workers about the social life and opportunities there. This is especially important when you are relocating; moving dramatically alters your social sphere both inside and outside the workplace.

Tags

Microsoft Office, Financial Planning, Financial Specialist, Financial Planning Analyst, Client Relationship Specialist, Life Insurance, Annuities, Retirement Benefits, Wealth Planning Analyst, Mutual Funds, Portfolio Management, Financial Advisor, Sales, Business Development, CFP, Field Representative, Estate Planning, FINRA Series 7, FINRA Series 6, CFA, Investment Analysis, Self-Starter, Analytical, Independent, 403(b), IRA, charlotte, asset allocation, securities, personal finance, tax planning, Contact Center Representative, Compliance, Customer Service

Skills

Leadership , Microsoft Office, Problem Resolution, Sales/Marketing, Call Center Support, Investment Research and Analysis, Retirement Planning, Mutual Funds, Relationship Management, New Account Development, Business Development, Compliance, Plan Presentations, Operations Management, Shipping/Receiving, Retail Operations, Analytical , Life Insurance Sales, Annuities, Retail Sales, Detail-Oriented, Time Management, Self-Starter, Customer Service, Communication, CFP, Ability to work well with others, Work Independently, Negotiation, Time Management, Series 7, Series 6, Series 63

These are some of the questions we asked our climbers about their experiences with Tiaa Cref: