Summary
Overview
Work History
Education
Timeline
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TYLER L. HEMBREE

Heath,TX

Summary

Proactive financial services expert with over five years of experience in building and managing client relationships through strategic financial planning and personalized client support. Skilled in onboarding new clients, developing financial strategies that align with client goals, and educating clients on investment philosophies. Adept at working in collaborative environments, partnering with sales teams, and providing top-tier service to high-net-worth clients while upholding fiduciary responsibilities.

Overview

10
10
years of professional experience

Work History

Individual Financial Consultant

TIAA
12.2014 - Current
  • Partnered with internal teams to onboard new clients, ensuring a smooth transfer of assets and alignment of portfolio strategies with client goals
  • Engaged in consultative conversations with clients to educate them on TIAA’s investment philosophy and solutions tailored to their financial needs
  • Expanded relationships with clients through proactive outreach and personalized financial planning, resulting in a consistent increase in managed assets
  • Worked closely with institutional clients and individual participants, providing exceptional service and strengthening long-term relationships
  • Collaborated with sales teams to drive client acquisition and growth through client referrals and successful onboarding

Customer Advocate

TIAA
12.2014 - Current
  • Communicated with high-net-worth clients to assess their financial needs and offer investment solutions aligned with their goals
  • Ensured the seamless transfer of client assets and delivered tailored financial guidance throughout the onboarding process
  • Worked alongside support teams to provide a comprehensive and personalized client experience, maintaining compliance with industry regulations

Financial Consultant

TIAA
12.2014 - Current
  • Played a key role in closing significant deals, including identifying and securing $5.1 million in assets in 2016
  • Educated clients on financial markets, products, and services, offering strategies aligned with their long-term objectives
  • Collaborated with internal teams to provide consistent, high-quality client service and maintain long-term relationships

Education

B.A. - Advertising

UNIVERSITY OF OKLAHOMA

Timeline

Individual Financial Consultant

TIAA
12.2014 - Current

Customer Advocate

TIAA
12.2014 - Current

Financial Consultant

TIAA
12.2014 - Current

B.A. - Advertising

UNIVERSITY OF OKLAHOMA

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TYLER L. HEMBREE