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, 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 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 Required; 5+ Years Preferred
• FINRA Registrations: SRC Indicator: Series 7; Series 63; Series 65; Series 66

Qualifications

• 3+ Years Financial Services Experience
• 5+ Years Financial Services Experience Preferred
• Series 7, 63 and 65 (or 66) Completed Within 120 Days of Start Date

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
• Wellness Due Diligence
• Wellness Management

Benefits

Includes a superior retirement program and highly competitive health, wellness, and work-life offerings. Details available upon request.

Pay

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

Schedule

N/A