Wealth Management Advisor - St Louis, Mo

TIAA Jobs

St. Louis, Missouri, US
Base: actual base salary may vary; bonus/equity: c...
Deeply curious client needs discovery
Leverage skills talents knowledge
Manage time resources efficiently
Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve

Job Summary

  • Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
  • The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
  • Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

Matching Summary

Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.

Salary

Base: Actual base salary may vary; Bonus/Equity: Competitive variable compensation package with material upside potential; Benefits: Comprehensive Total Rewards package

Skills & Requirements

Must-have

  • Deeply curious client needs discovery
  • Leverage skills talents knowledge
  • Manage time resources efficiently
  • Entrepreneurial mindset for growth
  • Investment solutions and planning prowess

Nice-to-have

  • Giving and receiving constructive feedback
  • Thrives in empowerment and accountability
  • Culture of Impact
  • Collaborative in-office environment

Key Requirements

  • 5+ years personal accountability book of business
  • 5+ years building relationships affluent clients
  • Series 7; Series 63; Series 65; Series 66
  • Life and Health Insurance License
  • University Degree Preferred

Work Rights

Not specified

Tailored Resume

Cover Letter