Wealth Advisor

About the role

The Wealth Advisor is part of a team that partners with clients to identify their financial goals, analyze their financial landscape, and develop recommendations to help them achieve well-defined financial objectives. This role involves managing time and resources efficiently, developing and implementing strategic and tactical plans, tailoring investment strategies, and working in a team environment to grow the book of business through client referrals.

Responsibilities

• Manages time and resources efficiently and effectively
• Develops and implements strategic and tactical plans with strong considerations to client challenges
• Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs, and tax implications to devise customized financial plans
• Reviews client information, including financial statements, risk investment profile, and cash availability
• Works in a team environment to grow book of business through identifying value-add products and services for clients and developing additional business through referrals
• Performs investment research and stays informed of developments in security markets to provide clients with up-to-date financial guidance
• Maintains a book of business and meets or exceeds annual sales targets in a team environment

Requirements

• University (Degree) Preferred
• 3+ Years Required; 5+ Years Preferred
• FINRA Registrations: SRC Indicator: Series 7; Series 63; Series 65; Series 66

Qualifications

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

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
• Wellness Planning
• Wellness Services
• Wellness Support
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