Wealth Advisor

TIAA

Multiple Locations, US
Base: $80,000pyr - $95,000pyr; bonus: pyrticipytio...
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Series 7, 63, and 65 or 66 finra registrations
Develop customized financial plans for clients
Manage time and resources efficiently
** TIAA is seeking a Wealth Advisor to join its collaborative team, focusing on helping clients achieve their financial goals through tailored investment strategies. The ideal candidate will possess a strong background in financial services, with at least three years of experience and required FINRA registrations. **

Job Summary

  • The Wealth Advisor partners with clients to identify financial goals and develop recommendations that help them achieve well-defined objectives.
  • This role requires working in a team environment to grow the collective book of business through client referrals and value-add products.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

Match Score: 75

** TIAA is seeking a Wealth Advisor to join its collaborative team, focusing on helping clients achieve their financial goals through tailored investment strategies. The ideal candidate will possess a strong background in financial services, with at least three years of experience and required FINRA registrations. **

Salary

Base: $80,000/yr - $95,000/yr; Bonus: Participation in incentive programs linked to performance; Benefits: Comprehensive Total Rewards including retirement and health offerings

Skills & Requirements

Must-have

  • Series 7, 63, and 65 or 66 FINRA registrations
  • Develop customized financial plans for clients
  • Manage time and resources efficiently
  • Grow book of business through referrals

Nice-to-have

  • Collaborative team environment experience
  • Strategic and tactical planning skills
  • Continuous improvement mindset
  • TIAA products and services acumen

Key Requirements

  • University degree required
  • 3+ years financial services experience required
  • FINRA Series 7, 63, and 65 (or 66) within 120 days
  • 5+ years preferred experience

Work Rights

Not specified

Tailored Resume

Cover Letter