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
• Retail 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 Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we’re a market-leading retirement company fueled by world-class asset management. But we’re not just another legacy financial services firm. We’re fighting harder than ever before for our clients and the many Americans who need us. Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Benefits And Total Rewards

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

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If You Are a U.S. Applicant And Desire a Reasonable Accommodation To Complete a Job Application Please Use One Of The Below Options To Contact Our Accessibility Support Team: 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 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.