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 their financial objectives.

Key Responsibilities And Duties

• Manages time and resources efficiently and effectively.
• Develops and implements strategic and tactical plans with strong consideration 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 the 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.

Education Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

Physical Requirements

• Sedentary Work

Career Level

• 7IC Required: 3+ years financial services experience
• Series 7, 63 and 65 (or 66) completed within 120 days of start date
• PREFERRED: 5+ years financial services experience
• Series 7, 63 and 65 (or 66) completed

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
• Wealth Due Diligence
• Wealth Management

Pay

Base Pay Range: $80,000/yr - $95,000/yr

Schedule

N/A

Benefits

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness, and work-life offerings that can help you achieve and maintain your best possible physical, emotional, and financial well-being.

Accessibility Support

To contact our Accessibility Support Team, please use one of the below options:

• Phone: (800) 842-2755
• Email: accessibility.support@tiaa.org

Drug and Smoking Policy

TIAA maintains a drug-free and smoke-free workplace.

Privacy Notices

For applicants of TIAA, Nuveen, and affiliates residing in the US (other than California), click here. For applicants of TIAA, Nuveen, and affiliates residing in California, please click here. For applicants of TIAA Global Capabilities, click here. For applicants of Nuveen residing in Europe and APAC, please click here.