Wealth Management Advisor

TIAA

Multiple Locations, US
Base: $100,000pyr - $110,000pyr; bonus: pyrticipyt...
Hybrid
5+ years managing a book of business
Series 7, 63, 65, or 66 licenses
Building relationships with affluent clients
TIAA is seeking a Wealth Management Advisor to deepen client relationships and provide tailored financial solutions, with a strong emphasis on ethical practices and diversity. The ideal candidate should possess a proven track record in managing affluent client relationships, with a focus on retirement planning and investment knowledge

Job Summary

  • Advisors at TIAA deepen relationships with an established base of clients to deliver financial solutions that ignite dreams.
  • The role requires partners to identify financial goals, analyze landscapes, and develop recommendations for well-defined objectives.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness offerings.

Matching Summary

Match Score: 85

TIAA is seeking a Wealth Management Advisor to deepen client relationships and provide tailored financial solutions, with a strong emphasis on ethical practices and diversity. The ideal candidate should possess a proven track record in managing affluent client relationships, with a focus on retirement planning and investment knowledge.

Salary

Base: $100,000/yr - $110,000/yr; Bonus: Participation in performance-linked incentive programs; Benefits: Comprehensive Total Rewards including retirement and health

Skills & Requirements

Must-have

  • 5+ years managing a 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
  • Strong interpersonal communication skills
  • Commitment to ethical practices

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