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, developing 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 and Implement Strategic Plans
• Strong Client Relationship Management Skills
• Collaboration and Consultative Communication Skills
• Continuous Improvement Mindset
• Practice Management Strategy
• Prioritizes Effectively
• Retirement Planning Knowledge
• Experience with TIAA Products/Services
• Experience with Wealth Due Diligence
• Experience with Wealth Management

Skills

• Business Development
• Client Relationship Management
• Consultative Communication
• Continuous Improvement Mindset
• Practice Management Strategy
• Prioritizes Effectively
• Selling
• Sales
• Retirement Planning
• Retirement Planning Acumen
• Retirement Planning Due Diligence
• Retirement Planning Management
• Retirement Planning Strategy
• Retirement Planning Understanding
• Retirement Planning Vision
• Retirement Planning Work
• Retirement Planning X
• Retirement Planning Y
• Retirement Planning Z
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning
• Retirement Planning