Wealth Management Advisor - Pasadena, CA

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 and find solutions.
• 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 drive performance.

Requirements

• Obtain necessary licenses within 120 days from start date.
• Hold a university degree (preferred).
• Have 5+ years of experience in roles with personal accountability and managing a book of business, or equivalent experience.
• Have 5+ years of experience building long-lasting relationships with affluent clients, or equivalent experience.
• Have FINRA registrations: SRC Indicator, Series 7, Series 63, Series 65, Series 66.
• Hold a Life and Health Insurance License (responsible state) - multiple issuers.
• Preferred certifications: Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) - Level I.

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 a common purpose.
• Manages time and resources efficiently and effectively.
• 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 Planning.
• Financial Solutions.
• Anticipated Posting End Date: August 31, 2026.

Benefits

• Competitive compensation package including base salary and potential incentive programs.
• Comprehensive Total Rewards package including a superior retirement program and highly competitive health, wellness, and work-life offerings.
• Support for those needing assistance with the online application process.
• Drug and smoking policy.
• Equal Opportunity Employer.
• Accessibility support.
• Privacy notices for applicants.