Wealth Management Advisor - Sherman Oaks, Ca

TIAA

Sherman Oaks, CA, US
Base: $100,000pyr - $110,000pyr; bonus: pyrticipyt...
5+ years managing book of business
Series 7 series 63 series 65 or 66 licenses
Life and health insurance license required
Advisors partner with affluent clients to identify financial goals and develop recommendations that help them achieve well-defined objectives

Job Summary

  • Advisors partner with affluent clients to identify financial goals and develop recommendations that help them achieve well-defined objectives.
  • TIAA is recognized as one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity.
  • The company offers comprehensive benefits including a superior retirement program, competitive health and wellness offerings, and sponsorship for CFP or CFA certifications.

Matching Summary

Advisors partner with affluent clients to identify financial goals and develop recommendations that help them achieve well-defined objectives.

Salary

Base: $100,000/yr - $110,000/yr; Bonus: Participation in performance-linked incentive programs; Benefits: Comprehensive Total Rewards package 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 required

Nice-to-have

  • CFP or CFA certification preferred
  • Entrepreneurial mindset for growth
  • Deep curiosity about client needs

Key Requirements

  • University Degree
  • 5+ years experience with affluent clients
  • Obtain all FINRA registrations within 120 days

Work Rights

Not specified

Tailored Resume

Cover Letter