Wealth Management Advisor - Coralville, IA
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. TIAA is proud of its recognition as one of the world's most ethical companies and its ranking as a Top 50 Company for diversity by Diversity Inc.
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 bring compounding value and excellence to clients.
- Maintain an entrepreneurial mindset to pursue growth and find solutions.
- Show pride in knowledge of investment solutions and planning prowess, diagnosing clients' unique scenarios and proposing fitting solutions.
- Thrive in an empowering and accountable environment, learning from mistakes and applying lessons to drive performance.
Requirements
- University degree preferred.
- 5+ years of experience in a role with personal accountability and managing a book of business, or equivalent experience.
- FINRA registrations: Series 7, Series 63, Series 65, Series 66.
- Licenses and certifications: Life and Health Insurance License (Resident State), Certified Financial Planner (CFP), or Chartered Financial Analyst (CFA) - Level I.
- Obtain all necessary licenses within 120 days from start date.
Qualifications
- Deeply curious with a demonstrated ability to uncover client needs.
- Giving and receiving constructive feedback.
- Unlocking the value of bringing people together to achieve common purposes.
- Manages time and resources efficiently and effectively.
- Motivated by finding solutions and maintaining an entrepreneurial mindset.
- Takes immense 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 Solutions
- Anticipated Posting End Date: July 31, 2026
Pay
Base pay range: $100,000/yr - $110,000/yr. Actual base salary may vary based on experience, time in role, peer base salaries, performance, business sector, and geographic location. Additional compensation may include participation in an incentive program linked to performance.
Schedule
Full-time position.
Benefits
The organization offers a comprehensive Total Rewards package, including a superior retirement program and highly competitive health, wellness, and work-life offerings designed to support the well-being of both clients and associates.
Company Overview
TIAA is a market-leading retirement company founded to help educators retire with dignity. Today, we're dedicated to helping millions of people achieve a secure retirement. Guided by our values of Championing Our People, Being Client Obsessed, Leading with Integrity, Owning It, and Winning As One, we strive to make a positive impact on our clients' lives and the future of financial security for all.
Equal Opportunity
TIAA is committed to creating an inclusive workplace where everyone feels valued and respected. We are an Equal Opportunity Employer and do not discriminate against candidates or employees 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 applicants seeking reasonable accommodations during the job application process.
Drug and Smoking Policy
TIAA maintains a drug-free and smoke-free workplace.
Privacy Notices
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