Wealth Advisor

Wealth Advisor

Supported with a robust array of resources and solutions, the Wealth Advisor partners with clients to identify their financial goals, analyze their financial landscape, and develop recommendations that help them work towards well‑defined financial objectives. The Wealth Advisor also collaborates with their team to grow their collective book through client referrals.

• Manages time and resources efficiently and effectively.
• Develops and implements strategic and tactical plans with strong considerations of client challenges.
• Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs, and tax implications to devise customized financial plans.
• Reviews client information, including financial statements, risk investment profile, and cash availability.
• Works in a team environment to grow the book of business through identifying value‑add products and services for clients and developing additional business through referrals.
• Performs investment research and stays informed of developments in security markets in order to provide clients with up‑to‑date financial guidance.
• Maintains the book of business and meets or exceeds annual sales targets.

• University (Degree) Preferred

• 3+ Years Required; 5+ Years Preferred

• SRC Indicator:
  Series 7;
  Series 63;
  Series 65;
  Series 66

• Sedentary Work

7IC

• 3+ years financial services experience
• Series 7, 63 and 65 (or 66) completed within 120 days of start date

• 5+ years financial services experience
• Series 7, 63 and 65 (or 66) completed

• Business Development
• Client Relationship Management
• Collaboration
• Consultative Communication
• Continuous Improvement Mindset
• Practice Management Strategy
• Prioritizes Effectively
• Retirement Planning Selling
• Sales
• TIAA Products/Services Acumen
• Wealth Due Diligence
• Wealth Management

Base Pay Range: $80,000/yr - $95,000/yr. Actual base salary may vary based on relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. The competitive compensation package may also include participation in incentive programs linked to performance.

We are an Equal Opportunity Employer. TIAA does 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.