Wealth Management Advisor - Overland Park, KS

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.

Responsibilities

• Identify and analyze clients' financial goals and develop tailored recommendations.
• 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 opportunities.
• Show pride in their knowledge of investment solutions and planning prowess, diagnosing clients' unique scenarios and proposing fitting solutions.
• 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.
• Hold a university degree (preferred).
• Have 5+ years of experience in a role with personal accountability and managing a book of business or equivalent experience.
• Have 5+ years of building long-lasting relationships with affluent clients or equivalent experience.
• Have FINRA registrations: Series 7, Series 63, Series 65, Series 66.
• Have a Life and Health Insurance License (responsible state) - multiple issuers.
• Preferred certifications: Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).

Qualifications

• Deeply curious with a demonstrated ability to uncover client needs.
• Give and receive constructive feedback.
• Unlock the value of bringing people together to achieve common purposes.
• Manage time and resources efficiently.
• Motivated by finding solutions and maintaining an entrepreneurial mindset.
• Takes great pride in their 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 Due Diligence
• Financial Management

Benefits

• Competitive variable compensation package (paid on external sales, book of business, and balanced performance metrics)
• Material upside potential
• Base salary may vary based on experience, performance, and location
• Participation in an incentive program linked to performance (e.g., annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans)

Pay

Actual base salary may vary based on relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.

Schedule

Flexible schedule to accommodate client needs and personal commitments.

Company Overview

TIAA is a market-leading retirement company that helps millions of people secure their futures. Founded to assist educators in retiring with dignity, we now serve a diverse range of clients. 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 broader community. We offer a comprehensive Total Rewards package, including 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. Our commitment to diversity and inclusion ensures that our workforce reflects the communities we serve.

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

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