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 recommendations to help them achieve their objectives. 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 consideration to client challenges
• Tailors investment strategies for clients, considering objectives, constraints, regulatory issues, liquidity needs, and tax implications
• Reviews client information, including financial statements, risk investment profiles, and cash availability
• Grows 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

Requirements

• University degree preferred
• 3+ years financial services experience; 5+ years preferred
• FINRA registrations: Series 7, Series 63, Series 65, Series 66 completed within 120 days of start date

Qualifications

• Business Development
• Client Relationship Management
• Collaboration
• Consultative Communication
• Continuous Improvement Mindset
• Practice Management Strategy
• Prioritizes Effectively
• Retirement Planning
• Selling
• Sales
• TIAA Products/Services Acumen
• Wellness and Financial Planning

Skills

• Investment Research
• Financial Guidance
• Client Referrals
• Teamwork
• Product Knowledge
• Goal Setting
• Financial Analysis
• Market Trends
• Strategic Planning

Benefits

Includes a superior retirement program and highly competitive health, wellness, and work-life offerings. Details available in the Benefits Summary.

Pay

$80,000/yr - $95,000/yr

Schedule

N/A