Wealth Management Advisor - Walnut Creek, Ca

TIAA

Walnut Creek, CA, United States
Base: $100,000pyr - $110,000pyr; bonus: pyrticipyt...
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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, to deepen client relationships and provide tailored financial solutions. The role requires a strong background in relationship management with affluent clients, along with relevant licenses and certifications. **

Job Summary

  • The role involves partnering 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 company 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: 75

** TIAA is seeking a Wealth Management Advisor in Walnut Creek, CA, to deepen client relationships and provide tailored financial solutions. The role requires a strong background in relationship management with affluent clients, along with relevant licenses and certifications. **

Salary

Base: $100,000/yr - $110,000/yr; Bonus: Participation in incentive programs linked to performance; Benefits: Comprehensive Total Rewards including retirement 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
  • Deep curiosity about client needs

Nice-to-have

  • Entrepreneurial mindset for growth
  • CFP or CFA certification preferred
  • Ability to give constructive feedback
  • Collaborative team environment
  • Commitment to ethical practices

Key Requirements

  • University Degree
  • 5+ years experience in wealth management
  • Obtain FINRA registrations within 120 days
  • Resident Life and Health Insurance License
  • CFP or CFA certification (preferred)

Work Rights

Not specified

Tailored Resume

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