Wealth Advisor

About the role

Supported with a robust array of resources and solutions, the Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape, and develop recommendations that help them work towards well-defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client referrals.

Responsibilities

• 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 a book of business through identifying value-add products and services for clients and develops additional business through referrals.
• Performs investment research and stays informed of developments in security markets to provide clients with up-to-date financial guidance.
• Works in a team environment to maintain a book of business and meet or exceed annual sales targets.

Requirements

• University degree preferred.
• 3+ years of financial services experience required; 5+ years preferred.
• FINRA registrations: Series 7, 63, and 65 (or 66) required within 120 days of start date.
• Sedentary work environment.

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

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 participation in an incentive program linked to performance.

Benefits

The organization is committed to making financial well-being possible for its clients and is equally committed to the well-being of its associates. The comprehensive Total Rewards package includes:

• A superior retirement program.
• Highly competitive health, wellness, and work-life offerings designed to achieve and maintain physical, emotional, and financial well-being.