Wealth Management Advisor - Omaha, NE
TIAA · Omaha, NE · 2 days ago
HybridFinance$100k–$110k/yrFull-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. 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 effectively 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: Series 7, Series 63, Series 65, Series 66.
- Life and Health Insurance License (Resident State) - Multiple Issuers.
- 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.
- Able to unlock value by bringing people together to achieve common goals.
- 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.
- Investment Solutions.
- Retirement Planning.
- Financial Services.
- Client Services.
- Financial Advice.
- Financial Planning.
- Financial Services.
- Financial Planning.
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- Financial Planning.
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