Wealth Management Advisor - San Francisco, CA

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 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

• University degree preferred.
• 5+ years of experience in a role with personal accountability and managing a book of business or equivalent experience.
• 5+ years of building long-lasting relationships with affluent clients or equivalent experience.
• Obtain necessary FINRA registrations within 120 days from start date.

Qualifications

• 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.

Skills

• Deeply curious with a demonstrated ability to uncover client needs.
• Giving and receiving constructive feedback.
• Unlocking the value of bringing people together to achieve common purposes.
• Managing time and resources efficiently and effectively.
• Motivated by finding solutions and maintaining an entrepreneurial mindset.
• Taking immense pride in their knowledge of investment solutions and planning prowess.
• Thriving in an environment of empowerment and accountability.

Benefits

• Competitive variable compensation package (paid on external sales, book of business, and balanced performance metrics).
• Base pay range: $48.08/hr - $52.88/hr.
• Participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Pay

• Base pay range: $48.08/hr - $52.88/hr.

Schedule

• Flexible schedule to accommodate client needs.