Wealth Management Advisor - Walnut Creek, Ca

TIAA Jobs

Walnut Creek, CA, United States
Base: $100,000pyr - $110,000pyr; incentive: annual...
Onsite
5+ years managing book of business
Building relationships with affluent clients
Series 7, 63, 65, or 66 licenses
TIAA is seeking a Wealth Management Advisor in Walnut Creek, CA, who will leverage extensive resources to build relationships with affluent clients and provide tailored financial solutions. The ideal candidate should have a strong background in client relationship management and possess relevant financial certifications

Job Summary

  • Advisors partner with affluent clients to identify financial goals and develop recommendations for well-defined objectives.
  • The company offers to cover the cost of obtaining a CFP or CFA certification and increases base salary upon successful completion.
  • TIAA is recognized as one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity.

Matching Summary

Match Score: 85

TIAA is seeking a Wealth Management Advisor in Walnut Creek, CA, who will leverage extensive resources to build relationships with affluent clients and provide tailored financial solutions. The ideal candidate should have a strong background in client relationship management and possess relevant financial certifications.

Salary

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

Skills & Requirements

Must-have

  • 5+ years managing book of business
  • Building relationships with affluent clients
  • Series 7, 63, 65, or 66 licenses
  • 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
  • 5+ years in role with personal accountability
  • Obtain all licenses within 120 days
  • Preferred: CFP or CFA Level I certification

Work Rights

Not specified

Tailored Resume

Cover Letter