Wealth Management Advisor

Responsibilities

• Partner with affluent clients to identify financial goals and analyze their financial landscape.
• Develop personalized investment and retirement recommendations to meet well-defined objectives.
• Communicate complex financial solutions through strong interpersonal and relationship-building skills.
• Build and maintain meaningful, long-lasting client relationships.
• Manage a book of business and grow practice through organic referrals.

Requirements

• 5+ years of experience managing a book of business or equivalent.
• 5+ years of experience building long-lasting relationships with affluent clients.
• FINRA registrations: Series 7 and either Series 63, 65, or 66 (must be obtained within 120 days of start date).
• Valid Life and Health Insurance License (Resident State).

Preferred Qualifications

• University degree.
• Certified Financial Planner (CFP) designation.
• Chartered Financial Analyst (CFA) designation.

Benefits

• Comprehensive Total Rewards package.
• Superior retirement program.
• Competitive health, wellness, and work-life offerings.
• Opportunities for professional development, including TIAA-covered costs for obtaining CFP or CFA certifications.

About the Company

TIAA is a market-leading retirement company that has been delivering financial security for more than 100 years. Founded to help educators retire with dignity, TIAA now serves millions of people through world-class asset management and a mission-driven approach to financial well-being.