Wealth Advisor

TIAA · Durham, NC · 1 wk ago

Finance$80k–$95k/yrFull-time

About the role

The Wealth Advisor is part of a team that partners with clients to identify financial goals, analyze their financial landscape, and develop recommendations to help them achieve 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 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 in order 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

Financial Services Experience: 3+ years preferred, 5+ years preferred

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
Investment Research
Financial Analysis
Financial Planning
Financial Advice
Financial Guidance
Financial Strategies
Financial Goals
Financial Landscape
Financial Objectives
Financial Constraints
Financial Statements
Risk Investment Profile
Cash Availability
Investment Strategies
Customized Financial Plans
Regulatory Issues
Liquidity Needs
Tax Implications
Security Markets
Financial Guidance
Annual Sales Targets
Referrals
Product Development
Service Delivery
Teamwork
Collaboration
Communication
Problem Solving
Decision Making
Goal Setting
Performance Evaluation
Client Retention
Client Acquisition
Client Satisfaction
Client Relationships
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback
Client Loyalty
Client Growth
Client Success
Client Retention
Client Acquisition
Client Satisfaction
Client Interests
Client Needs
Client Expectations
Client Feedback

Wealth Advisor

About the role

Responsibilities

Requirements

Qualifications

Skills

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