Wealth Advisor

Responsibilities

• Partner with clients to identify financial goals, analyze their financial landscape, and develop customized investment strategies.
• Tailor financial plans by identifying objectives and constraints, including regulatory issues, liquidity needs, and tax implications.
• Review client information, including financial statements, risk investment profiles, and cash availability.
• Grow a book of business through client referrals and by identifying value-add products and services.
• Perform investment research and stay informed of security market developments to provide up-to-date guidance.
• Work within a team environment to maintain a book of business and meet or exceed annual sales targets.

Requirements

• 3+ years of financial services experience.
• Series 7, 63, and 65 (or 66) completed within 120 days of start date.

Preferred Qualifications

• 5+ years of financial services experience.
• University degree.
• Series 7, 63, and 65 (or 66) already completed.

Benefits

• Comprehensive Total Rewards package.
• Superior retirement program.
• Competitive health, wellness, and work-life offerings.

About the Company

TIAA is a market-leading retirement company that has delivered financial security for millions of people for over 100 years. Originally founded to help educators retire with dignity, TIAA now provides a wide range of financial products and services to support the financial well-being of people working in not-for-profit sectors.