Wealth Advisor

TIAA Jobs

Multiple Locations, US
Base: $80,000pyr - $95,000pyr; bonus: pyrticipytio...
Hybrid
Series 7, 63, and 65 (or 66) finra registrations
Develop customized financial plans for clients
Grow book of business through client referrals
TIAA is seeking a Wealth Advisor to join their team across multiple locations in the US. The role involves developing tailored financial strategies for clients, managing a book of business, and collaborating with a team to achieve sales targets, while benefiting from a supportive company culture focused on client impact and employee well-being

Job Summary

  • The Wealth Advisor partners with clients to identify financial goals and develop recommendations for well-defined objectives.
  • The role requires growing the collective book of business through identifying value-add products and developing additional business via referrals.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

Match Score: 85

TIAA is seeking a Wealth Advisor to join their team across multiple locations in the US. The role involves developing tailored financial strategies for clients, managing a book of business, and collaborating with a team to achieve sales targets, while benefiting from a supportive company culture focused on client impact and employee well-being.

Salary

Base: $80,000/yr - $95,000/yr; Bonus: Participation in performance-linked incentive programs; 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
  • Grow book of business through client referrals
  • Perform investment research and market analysis
  • Manage time and resources efficiently

Nice-to-have

  • Consultative communication skills
  • Collaboration in a team environment
  • Continuous improvement mindset
  • Practice management strategy expertise
  • TIAA products and services acumen

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter