Wealth Advisor

Overview

Wealth Advisor — Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who 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 partners 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 to 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
• Working in a team environment, grows book of business through identifying value-add products and services for clients and develops 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
• Works in a team environment to maintain a book of business and meet or exceed annual sales targets

• Educational Requirements
  :
  University (Degree) Preferred
• Work Experience
  : 3+ Years Required; 5+ Years Preferred
• FINRA Registrations
  : SRC Indicator:
  Series 7;
  Series 63;
  Series 65;
  Series 66
• Physical Requirements
  :
  Sedentary Work

• Career Level
  : 7IC
• 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:

Base Pay Range: $80,000/yr - $95,000/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, 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).

_____________________________________________________________________________________________________

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.

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 pathways—because when our people succeed, our impact on clients' lives grows stronger.

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of…