Not specified (potentially in-office/hybrid based on company culture).
Series 7 series 63 series 65 or 66 finra registration
Minimum 3 years financial services experience
Client financial analysis and risk profiling
TIAA is seeking a Wealth Advisor to support clients in achieving their financial goals through tailored investment strategies and strong relationship management. The ideal candidate should have at least three years of financial services experience, relevant FINRA registrations, and a collaborative approach to teamwork. This position offers a competitive salary and a comprehensive benefits package
Job Summary
The Wealth Advisor partners with clients to identify financial goals and develop customized recommendations for well-defined objectives.
Candidates must hold active FINRA registrations including Series 7, 63, and either 65 or 66 within 120 days of starting.
TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.
Matching Summary
Match Score: 85
TIAA is seeking a Wealth Advisor to support clients in achieving their financial goals through tailored investment strategies and strong relationship management. The ideal candidate should have at least three years of financial services experience, relevant FINRA registrations, and a collaborative approach to teamwork. This position offers a competitive salary and a comprehensive benefits package.
Salary
Base: $80,000/yr - $95,000/yr; Bonus: Performance-linked incentive programs available; Benefits: Comprehensive Total Rewards including retirement and health plans
Skills & Requirements
Must-have
Series 7 Series 63 Series 65 or 66 FINRA registration
Minimum 3 years financial services experience
Client financial analysis and risk profiling
Nice-to-have
5+ years financial services experience preferred
Strong collaborative team environment
Consultative communication skills
Practice management strategy expertise
Key Requirements
University Degree required
3+ years financial services experience required
FINRA Series 7, 63, and 65/66 certification required