Wealth Management Advisor (nyc)

TIAA

New York, NY, United States
Base: $100,000pyr - $110,000pyr; bonus: incentive ...
5+ years managing book of business
Series 7 series 63 series 65 or 66 licenses
Life and health insurance license
Advisors partner with affluent clients to identify financial goals and develop recommendations for well-defined objectives

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 leveraging robust resources to deepen client relationships organically.

Matching Summary

Advisors partner with affluent clients to identify financial goals and develop recommendations for well-defined objectives.

Salary

Base: $100,000/yr - $110,000/yr; Bonus: Incentive program linked to performance; Benefits: Comprehensive Total Rewards including retirement and health offerings

Skills & Requirements

Must-have

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

Nice-to-have

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

Key Requirements

  • University degree required
  • Obtain all FINRA registrations within 120 days
  • 5+ years experience with personal accountability
  • Resident Life and Health Insurance License

Work Rights

Not specified

Tailored Resume

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