Wealth Management Advisor-philadelphia, Pa

TIAA Financial Services, Inc.

Philadelphia, PA, US
Base: $100,000pyr - $110,000pyr; bonus: incentive ...
5+ years managing book of business
Series 7 series 63 series 65 or 66 licenses
Building relationships with affluent clients
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.
  • The company is recognized as one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity.
  • TIAA offers comprehensive benefits including a superior retirement program, competitive health and wellness offerings, and covers the cost of obtaining CFP or CFA certifications.

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 package including retirement and health

Skills & Requirements

Must-have

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

Nice-to-have

  • Entrepreneurial mindset for growth
  • Deep curiosity about client needs
  • Strong interpersonal communication skills
  • Commitment to ethical practices
  • Ability to give constructive feedback

Key Requirements

  • University Degree Preferred
  • Obtain FINRA registrations within 120 days
  • Life and Health Insurance License required
  • CFP or CFA certification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter