Not specified (assumed to be in-office based on company culture).
5+ years managing book of business
Series 7 series 63 series 65 or 66 licenses
Life and health insurance license
TIAA is seeking a Wealth Management Advisor in Pasadena, CA, who will deepen relationships with affluent clients and provide tailored financial solutions. The ideal candidate should possess strong interpersonal skills, an entrepreneurial mindset, and a commitment to client success, with relevant experience in wealth management
Job Summary
Advisors partner with affluent clients to identify financial goals and develop recommendations for well-defined objectives.
TIAA offers to cover the cost of obtaining a CFP or CFA certification and increases base salary upon successful completion.
The role requires maintaining an entrepreneurial mindset while delivering financial solutions that ignite client dreams.
Matching Summary
Match Score: 85
TIAA is seeking a Wealth Management Advisor in Pasadena, CA, who will deepen relationships with affluent clients and provide tailored financial solutions. The ideal candidate should possess strong interpersonal skills, an entrepreneurial mindset, and a commitment to client success, with relevant experience in wealth management.
Salary
Base: $48.08/hr - $52.88/hr; Variable: Competitive package based on external sales and performance metrics; Benefits: Comprehensive total rewards including retirement 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
Building relationships with affluent clients
Nice-to-have
CFP or CFA certification preferred
Entrepreneurial mindset for growth
Deep curiosity about client needs
Strong interpersonal communication skills
Key Requirements
University degree preferred
Obtain all required FINRA registrations within 120 days
5+ years experience in personal accountability roles