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 customized 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
• Experience with TIAA Products/Services: Acumen, Wealth Due Diligence, Wealth Management

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
• Wholesale Financial Services
• Wholesale Financial Services Strategy
• Wholesale Financial Services Sales
• Wholesale Financial Services Client Management
• Wholesale Financial Services Product Management
• Wholesale Financial Services Product Development
• Wholesale Financial Services Product Marketing
• Wholesale Financial Services Product Distribution
• Wholesale Financial Services Product Innovation
• Wholesale Financial Services Product Lifecycle Management
• Wholesale Financial Services Product Lifecycle Management Strategy
• Wholesale Financial Services Product Lifecycle Management Implementation
• Wholesale Financial Services Product Lifecycle Management Monitoring
• Wholesale Financial Services Product Lifecycle Management Reporting
• Wholesale Financial Services Product Lifecycle Management Optimization
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Strategy
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Implementation
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Monitoring
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Reporting
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Optimization
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Strategy
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Implementation
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Monitoring
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Reporting
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Optimization
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Strategy
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Implementation
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Monitoring
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Reporting
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Optimization
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Strategy
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Implementation
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Monitoring
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Reporting
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Optimization
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Strategy
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Implementation
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Monitoring
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Reporting
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Optimization
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Strategy
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Implementation
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Monitoring
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Reporting
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Optimization
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Strategy
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Implementation
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Monitoring
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Reporting
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Optimization
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Strategy
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Implementation
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Monitoring
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Reporting
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Optimization
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Strategy
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Implementation
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Monitoring
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Reporting
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Optimization
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Strategy
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Implementation
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Monitoring
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Reporting
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Optimization
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Strategy
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Implementation
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Monitoring
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Reporting
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Optimization
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Strategy
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Implementation
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Monitoring
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Reporting
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Optimization
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Strategy
• Wholesale Financial Services Product Lifecycle Management Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous Improvement Continuous