Wealth Advisor

TIAA

Base: $80,000pyr - $95,000pyr; bonus: pyrticipytio...
Develop customized financial plans for clients
Manage time and resources efficiently
Perform investment research on security markets
The Wealth Advisor partners with clients to identify financial goals and develop recommendations that help them work towards well-defined financial objectives

Job Summary

  • The Wealth Advisor partners with clients to identify financial goals and develop recommendations that help them work towards well-defined financial objectives.
  • The role involves growing a collective book of business through identifying value-add products and developing additional business via client referrals.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health, wellness, and work-life offerings.

Matching Summary

The Wealth Advisor partners with clients to identify financial goals and develop recommendations that help them work towards well-defined financial objectives.

Salary

Base: $80,000/yr - $95,000/yr; Bonus: Participation in incentive programs linked to performance; Benefits: Comprehensive Total Rewards including retirement, health, and wellness

Skills & Requirements

Must-have

  • Develop customized financial plans for clients
  • Manage time and resources efficiently
  • Perform investment research on security markets
  • Grow book of business through referrals
  • Meet annual sales targets in team environment

Nice-to-have

  • Collaborative team environment experience
  • Continuous improvement mindset
  • Practice management strategy skills
  • Consultative communication style
  • Prioritization effectiveness

Key Requirements

  • 3+ years financial services experience required
  • Series 7, 63, and 65 (or 66) FINRA registrations
  • University degree preferred
  • Complete Series 7, 63, and 65 within 120 days of start date

Work Rights

Not specified

Tailored Resume

Cover Letter