Wealth Management Advisor - San Francisco, Ca

TIAA Jobs

San Francisco, CA, USA
Base: $100,000pyr - $110,000pyr; bonus: incentive ...
5+ years managing book of business
Series 7, 63, 65, or 66 licenses
Building relationships with affluent clients
Advisors at TIAA deepen relationships with an established base of clients to deliver financial solutions that ignite dreams

Job Summary

  • Advisors at TIAA deepen relationships with an established base of clients to deliver financial solutions that ignite dreams.
  • The role requires obtaining all necessary FINRA registrations within 120 days of the start date.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health benefits.

Matching Summary

Advisors at TIAA deepen relationships with an established base of clients to deliver financial solutions that ignite dreams.

Salary

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

Skills & Requirements

Must-have

  • 5+ years managing book of business
  • Series 7, 63, 65, or 66 licenses
  • Building relationships with affluent clients

Nice-to-have

  • Entrepreneurial mindset for growth
  • Deep curiosity about client needs
  • Ability to give constructive feedback
  • Knowledge of TIAA products and services

Key Requirements

  • University Degree Preferred
  • Series 7, 63, 65, 66 Licenses Required
  • Life and Health Insurance License Required
  • CFP or CFA Certification Preferred
  • 5+ Years Experience in Wealth Management

Work Rights

Not specified

Tailored Resume

Cover Letter