The Wealth Management Advisor partners with affluent clients to identify financial goals and develop recommendations for well-defined objectives
Job Summary
The Wealth Management Advisor partners with affluent clients to identify financial goals and develop recommendations for well-defined objectives.
TIAA is recognized as one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity.
If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining it and increase your base salary upon successful completion.
Matching Summary
The Wealth Management Advisor partners with affluent clients to identify financial goals and develop recommendations for well-defined objectives.
Salary
Base: $100,000/yr - $110,000/yr; Bonus: Participation in performance-linked incentive programs possible; Benefits: Comprehensive Total Rewards including retirement program 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
Affluent client relationship management
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
Obtain all required FINRA registrations within 120 days
Resident Life and Health Insurance License required