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Wealth Management Advisor - Ames, IA

TIAA · Ames, IA · Yesterday
FinanceFull-time

About the role

Wealth Management Advisors at TIAA are supported by a robust array of resources and solutions. Their primary focus is on deepening relationships with an established client base and growing their practice through referrals. Advisors are recognized for their commitment to being one of the world's most ethical companies and are dedicated to helping clients find confidence in retirement.

Responsibilities

  • Identify and analyze clients' financial goals and develop tailored financial solutions.
  • Communicate complex financial solutions to clients using interpersonal communication and relationship-building skills.
  • Build and maintain long-lasting relationships with affluent clients.
  • Manage time and resources efficiently to deliver high-quality financial advice.
  • Stay motivated by finding innovative solutions and maintaining a strong work ethic.
  • Operate in an empowering and accountable environment, learning from mistakes and applying lessons to improve performance.

Requirements

  • Obtain necessary licenses within 120 days from start date.
  • Preferred educational background: University degree.
  • Required work experience: 5+ years in a role with personal accountability and managing a book of business or equivalent experience.
  • Required licenses: Series 7, Series 63, Series 65, Series 66.
  • Preferred certifications: Life and Health Insurance License (Resident State), Certified Financial Planner (CFP), Chartered Financial Analyst (CFA).

Qualifications

  • Deeply curious with a demonstrated ability to uncover client needs.
  • Give and receive constructive feedback.
  • Unlock the value of collaboration to achieve common goals.
  • Manage time and resources efficiently to bring value to clients.
  • Motivated by finding solutions and maintaining an entrepreneurial mindset.
  • Takes pride in knowledge of investment solutions and planning prowess.
  • Thrives in an environment of empowerment and accountability.

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
  • Financial Planning
  • Financial Analysis
  • Financial Services
  • Investment Solutions
  • Retirement Planning
  • Workforce Management
  • Workplace Management

Benefits

  • Competitive variable compensation package
  • Annual discretionary incentive programs
  • Non-annual sales incentive plans
  • Other non-annual incentive plans

Pay

The actual base salary may vary based on 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.

Schedule

Full-time position.

Company Overview

TIAA is a market-leading retirement company that delivers for millions of people. Founded to help educators retire with dignity, TIAA is now focused on helping millions of Americans achieve a secure financial future. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients and also prioritizes the well-being of its associates. This is reflected in a comprehensive Total Rewards package designed to make a positive difference in the lives of both clients and associates. Benefits include a superior retirement program and highly competitive health, wellness, and work-life offerings.

Equal Opportunity

TIAA is an Equal Opportunity Employer. We do not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

Drug and Smoking Policy

TIAA maintains a drug-free and smoke-free workplace.

Privacy Notices

For applicants of TIAA, Nuveen, and affiliates residing in the US (other than California), click here. For applicants of TIAA, Nuveen, and affiliates residing in California, please click here. For applicants of TIAA Global Capabilities, click here. For applicants of Nuveen residing in Europe and APAC, please click here.

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