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Jobs · Finance · California

Wealth Management Advisor - Sherman Oaks, CA

TIAA · Los Angeles, CA · Yesterday
On-siteFinance$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, delivering financial solutions that inspire clients.

Responsibilities

  • Identify and analyze clients' financial goals and develop tailored recommendations.
  • Communicate complex financial solutions to clients using interpersonal skills and relationship-building techniques.
  • Build and maintain long-term relationships with affluent clients.
  • Manage time and resources efficiently to provide 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

  • Obtain necessary licenses within 120 days of starting the position.
  • Hold a university degree (preferred).
  • Have at least 5 years of experience in roles with personal accountability and managing a book of business or equivalent experience.
  • Have a FINRA registration including Series 7, Series 63, Series 65, and Series 66.
  • Preferred certifications include Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).

Qualifications

  • Deeply curious with a proven ability to understand clients' needs.
  • Capable of giving and receiving constructive feedback.
  • Able to unlock value by fostering collaboration and leveraging diverse skill sets.
  • Skilled in managing time and resources to deliver exceptional service.
  • Motivated to solve problems and maintain an entrepreneurial mindset.
  • Prides oneself on knowledge of investment solutions and planning expertise.
  • 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

Benefits

  • Comprehensive retirement program
  • Competitive health, wellness, and work-life benefits

Pay

Base pay range: $100,000/yr - $110,000/yr. Actual base salary may vary based on experience, performance, and other factors. Additional incentives may be available.

Schedule

Full-time position.

Company Overview

TIAA is a leading retirement company that helps millions of people secure their futures. Founded to support educators, we now serve a wide range of clients, driven by a commitment to ethical practices and a dedication to improving financial security for all.

Equal Opportunity

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

Accessibility Support

If you are a U.S. applicant and need reasonable accommodation to complete a job application, please contact our Accessibility Support Team using one of the options provided.

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 U.S., please click here. For applicants of TIAA, Nuveen, and affiliates residing in California, please click here. For applicants of TIAA Global Capabilities, please click here. For applicants of Nuveen residing in Europe and APAC, please click here.

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