Wealth Management Advisor - Houston, TX

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 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

• University degree preferred
• 5+ years of experience in a role with personal accountability and managing a book of business or equivalent experience
• FINRA registrations: SRC Indicator: Series 7; Series 63; Series 65; Series 66
• Licenses and certifications: Life and Health Insurance License (Resident State) - Multiple Issuers; Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred; Chartered Financial Analyst (CFA) - Level I - Chartered Financial Analyst Institute; if not certified, TIAA will cover the cost of obtaining a CFP or CFA and increase base salary upon successful completion

Qualifications

• Deeply curious with a demonstrated ability to uncover client needs
• Giving and receiving constructive feedback
• Ability to unlock value through collaboration and leveraging diverse skills
• Efficient time and resource management
• 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 Solutions
• Anticipated Posting End Date: July 31, 2026

Benefits

• Competitive compensation package including base salary and potential for annual discretionary incentive programs
• Comprehensive Total Rewards package including a superior retirement program and highly competitive health, wellness, and work-life offerings
• Drug and smoking policy compliance

Company Overview

TIAA is a market-leading retirement company founded to help educators retire with dignity. Today, we're dedicated to delivering secure retirement for millions of people. Guided by our values of Championing Our People, Being Client Obsessed, Leading with Integrity, Owning It, and Winning As One, we strive to evolve and meet tomorrow's challenges. We offer a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results.

Equal Opportunity

TIAA is committed to providing an equal employment opportunity to all candidates and employees. We do not discriminate on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.