Wealth Management Advisor

TIAA Jobs

Pasadena, CA, United States
Base: $48.08ph - $52.88ph; variable: competitive p...
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5+ years managing book of business
Series 7, 63, 65, or 66 licenses
Life and health insurance license
** TIAA is seeking a Wealth Management Advisor in Pasadena, CA, to build relationships and provide financial solutions to affluent clients. The ideal candidate will have over five years of experience in managing a book of business and a strong commitment to client service, with a focus on ethical practices and diversity. **

Job Summary

  • Advisors partner 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 role requires maintaining an entrepreneurial mindset while delivering financial solutions that ignite the dreams of clients.

Matching Summary

Match Score: 75

** TIAA is seeking a Wealth Management Advisor in Pasadena, CA, to build relationships and provide financial solutions to affluent clients. The ideal candidate will have over five years of experience in managing a book of business and a strong commitment to client service, with a focus on ethical practices and diversity. **

Salary

Base: $48.08/hr - $52.88/hr; Variable: Competitive package based on sales and performance metrics; Benefits: Comprehensive Total Rewards including retirement and health offerings

Skills & Requirements

Must-have

  • 5+ years managing book of business
  • Series 7, 63, 65, or 66 licenses
  • Life and Health Insurance License
  • Building relationships with affluent clients

Nice-to-have

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

Work Rights

Not specified

Tailored Resume

Cover Letter