Wealth Advisor
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 tailored financial plans. This role involves managing time and resources efficiently, developing and implementing strategic 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
- 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 Work Experience 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
- Knowledge of Security Markets and Investment Strategies
- Ability to Develop Customized Financial Plans
- Strong Client Relationship Management Skills
- Experience in Team Collaboration and Strategic Planning
Skills
- Business Development
- Client Relationship Management
- 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 Services Industry Knowledge
Benefits
Includes a superior retirement program and highly competitive health, wellness, and work-life offerings. Details available upon request.
Pay
$80,000/yr - $95,000/yr
Schedule
N/A
Company Overview
TIAA is a market-leading retirement company that delivers secure retirement for millions of people. Founded to help educators, today we focus on helping workers achieve financial security. Our culture emphasizes impact, innovation, and collaboration. We offer a comprehensive benefits package and strive to create a supportive workplace for all employees.
Equal Opportunity
We are committed to providing equal opportunities for all candidates regardless of their background, race, gender, or any other protected characteristic. Learn more about our Equal Opportunity policy.
Accessibility Support
For applicants seeking reasonable accommodations to complete the job application process, contact our Accessibility Support Team via phone or email.
Drug and Smoking Policy
TIAA maintains a drug-free and smoke-free workplace. Learn more about our policies.
Privacy Notices
For applicants residing in the US, please click the provided links for more information on privacy notices. For applicants residing in California, please click the specific link provided.