Wealth Management Advisor - Minneapolis, Mn

TIAA

Minneapolis, MN, United States
Base: $100,000pyr - $110,000pyr; bonus: performanc...
Hybrid
5+ years managing book of business
Deep curiosity for client needs
Entrepreneurial mindset for growth
TIAA is seeking a Wealth Management Advisor in Minneapolis, MN, to deepen client relationships and grow their practice through referrals, while providing tailored financial solutions. The ideal candidate should possess strong interpersonal skills, a proven track record in wealth management, and the ability to navigate complex financial conversations

Job Summary

  • Advisors partner with affluent clients to identify financial goals and develop recommendations for well-defined objectives.
  • The role requires building meaningful, long-lasting relationships while communicating complex financial solutions effectively.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health benefits.

Matching Summary

Match Score: 85

TIAA is seeking a Wealth Management Advisor in Minneapolis, MN, to deepen client relationships and grow their practice through referrals, while providing tailored financial solutions. The ideal candidate should possess strong interpersonal skills, a proven track record in wealth management, and the ability to navigate complex financial conversations.

Salary

Base: $100,000/yr - $110,000/yr; Bonus: Performance-linked incentive programs available; Benefits: Comprehensive Total Rewards including retirement and health offerings

Skills & Requirements

Must-have

  • 5+ years managing book of business
  • Deep curiosity for client needs
  • Entrepreneurial mindset for growth
  • Strong interpersonal communication skills

Nice-to-have

  • Giving and receiving constructive feedback
  • Collaborative team environment
  • Continuous improvement mindset
  • Pride in investment knowledge

Key Requirements

  • Series 7, 63, 65, or 66 FINRA registrations
  • Life and Health Insurance License required
  • University degree preferred
  • CFP or CFA certification preferred
  • 120 days to obtain all licenses

Work Rights

Not specified

Tailored Resume

Cover Letter