Wealth Management Advisor - Minneapolis, MN
About the role
Wealth Management Advisors at TIAA are supported by a robust array of resources and solutions. Their primary focus is to deepen relationships with an established client base and grow their practice through referrals, delivering financial solutions that inspire the dreams of the people they serve.
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. We hire and develop Advisors who share our mission of helping clients find confidence in retirement and embody our core values.
Key Responsibilities And Duties
- Identify and analyze clients' financial goals and develop tailored recommendations to help them achieve their objectives.
- Communicate complex financial solutions to clients using interpersonal communication and relationship-building skills.
- Build and maintain long-lasting relationships with affluent clients, providing financial solutions that align with their unique scenarios.
- Manage time and resources efficiently to deliver high-quality service and compounding value to clients.
- Maintain an entrepreneurial mindset to pursue growth opportunities and demonstrate a strong work ethic in diagnosing clients' needs and proposing solutions.
- Operate in an empowering and accountable environment, learning from mistakes and applying lessons to improve performance.
Qualifications
- 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
- Life and Health Insurance License (Resident State)
- Preferred certifications: Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
Skills
- Deeply curious with a demonstrated ability to uncover client needs
- Giving and receiving constructive feedback
- Unlocking the value of collaboration and teamwork
- Managing time and resources efficiently
- Motivated by finding innovative solutions
- Knowledgeable in investment solutions and planning
- Takes pride in professional knowledge and work ethic
- Thrives in an environment of empowerment and accountability
Benefits
The competitive compensation package includes a base salary range of $100,000 to $110,000 per year, with the potential for an increase based on successful completion of the CFP or CFA certification. Additional benefits may include participation in an incentive program linked to performance.
Pay
$100,000 - $110,000 per year
Schedule
Full-time position