Wealth Management AdvisorSupported with a robust array of resources and solutions, 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.
Should the following skills reflect who you are and who you aspire to be, you will thrive as an Advisor at TIAA.
• Deeply curious with a demonstrated ability to uncover the needs of the client.
• Giving and receiving constructive feedback are hallmarks of your character.
• Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
• Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
• Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
• Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client's unique scenario, and unwavering work ethic.
• Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance.
Key Responsibilities and Duties- 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.
- Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
- Builds meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions.
- All licenses must be obtained within 120 days from start date.
Educational Requirements- University (Degree) Preferred
Work Experience- 5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required
- 5+ years building long-lasting relationships with affluent clients or equivalent experience; Required
FINRA Registrations- SRC Indicator: Series 7; Series 63; Series 65; Series 66
Licenses and Certifications- Life and Health Insurance License (Resident State) - Multiple Issuers required
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or
- Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred
Physical Requirements- Physical Requirements: Sedentary Work
Career Level 8IC
Related Skills
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management
Anticipated Posting End Date:2026-07-01
Base Pay Range: $100,000/yr - $110,000/yr
Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
