Wealth Management Advisor - Sherman Oaks, Ca

TIAA Jobs

Sherman Oaks, CA, US
Base: $48.08ph - $52.88ph; variable: competitive p...
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5+ years managing book of business
Series 7, 63, 65, or 66 licenses
Building relationships with affluent clients
** TIAA is seeking a Wealth Management Advisor in Sherman Oaks, CA, to deepen relationships with affluent clients and provide tailored financial solutions. The ideal candidate will have extensive experience in client relationship management and a passion for helping clients achieve their financial goals. **

Job Summary

  • Advisors partner with affluent clients to identify financial goals and develop recommendations for well-defined objectives.
  • TIAA offers to cover the cost of obtaining a CFP or CFA certification and increases base salary upon successful completion.
  • The role requires maintaining an entrepreneurial mindset while delivering financial solutions that ignite client dreams.

Matching Summary

Match Score: 75

** TIAA is seeking a Wealth Management Advisor in Sherman Oaks, CA, to deepen relationships with affluent clients and provide tailored financial solutions. The ideal candidate will have extensive experience in client relationship management and a passion for helping clients achieve their financial goals. **

Salary

Base: $48.08/hr - $52.88/hr; Variable: Competitive package based on external sales and performance metrics; Benefits: Comprehensive total rewards including retirement and health offerings

Skills & Requirements

Must-have

  • 5+ years managing book of business
  • Series 7, 63, 65, or 66 licenses
  • Building relationships with affluent clients
  • Life and Health Insurance License
  • Retirement planning expertise

Nice-to-have

  • CFP or CFA certification preferred
  • Entrepreneurial mindset for growth
  • Deep curiosity about client needs
  • Collaborative team environment
  • Commitment to ethical practices

Key Requirements

  • University degree preferred
  • 5+ years experience with personal accountability
  • Obtain all required licenses within 120 days
  • Resident Life and Health Insurance License
  • Preferred CFP or CFA certification

Work Rights

Not specified

Tailored Resume

Cover Letter