Wealth Management Advisor - St Louis, MO

Wealth Management Advisor Rooted in Mission. Powered by Your Practice.

As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:

Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests

Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement

Proactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilities

Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs

Bring a thoughtful, creative, and entrepreneurial approach to practice growth  always centered on what's best for your clients

The Experience You Bring

Required:

5+ years of experience managing a book of business and building long-lasting relationships with affluent clients

Deep knowledge of investment solutions and financial planning

Exceptional people skills - engage clients with authenticity, build trust naturally, and always act in their best interests

Solutions-oriented mindset with the drive to make a meaningful difference in clients' financial lives

Thrives with both autonomy and accountabilityFINRA Series 7 and Series 63;
Series 65 or 66

Life and Health Insurance License  all licenses must be obtained within 120 days of start date Preferred:

Life and Health Insurance License (Resident State) Multiple Issuers required

Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base salary upon successful completion

Rewarding the Practice You Build This is a sales role  in addition to base salary, you are eligible for a competitive variable compensation package tied to your book of business, sales performance, and key performance metrics. Your total compensation extends well beyond base salary and grows as your practice grows. As you continue to build and expand your practice, you'll have the opportunity for promotion that can unlock additional compensation enhancements along the way.

TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources  because taking care of our people is just as important as taking care of our clients.

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, Wealth Due Diligence, Wealth Management Anticipated Posting End Date:
Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today we're a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come.

We are guided by our values:
Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact.

Here, every associate can grow through meaningful learning experiences and development pathwaysbecause when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

To learn more about your benefits, please review our Benefits Summary.

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