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Strategic Wealth Advisor Planning & Client Impact
Job in
Hackensack, Bergen County, New Jersey, 07601, USA
Listed on 2026-07-13
Listing for:
TIAA
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
The Wealth Advisor at The Wealth Advisor team within TIAA partners with clients to identify financial goals, analyze their financial landscape and develop recommendations to work toward well-defined objectives. The role emphasizes collaboration to grow the book through referrals and client insight.
Required are 3+ years in financial services, FINRA Series 7, 63 and 65 (or 66) within 120 days of start. Base salary ranges from $80,000 to $95,000 per year, with a comprehensive Total Rewards package
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