Wealth Management Advisor - San Antonio, TX

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-term relationships with affluent clients, providing financial advice and solutions.
• Obtain necessary licenses and certifications within 120 days from the start date.

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: 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

Physical Requirements

• Sedentary Work

Related 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
• Wellness and Work Life Offerings

Benefits And Total Rewards

The organization offers a comprehensive Total Rewards package, including a superior retirement program and highly competitive health, wellness, and work-life offerings, designed to support the well-being of both clients and employees.

Equal Opportunity

TIAA is an Equal Opportunity Employer. We do not discriminate against candidates or employees on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Accessibility Support

TIAA offers support for those who need assistance with the online application process to ensure equal employment opportunities for all job seekers, including individuals with disabilities.

Drug and Smoking Policy

TIAA maintains a drug-free and smoke-free workplace.

Privacy Notices

For applicants of TIAA, Nuveen, and affiliates residing in the US (excluding California), click here. For applicants of TIAA, Nuveen, and affiliates residing in California, please click here. For applicants of TIAA Global Capabilities, click here. For applicants of Nuveen residing in Europe and APAC, please click here.