About this role

partners with affluent clients to identify their financial goals
analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives
Communicates complex financial solutions to clients
utilizes interpersonal communication and relationship building skills
Builds meaningful and long-lasting relationships
develops and implementing financial appropriate financial solutions
All licenses must be obtained within 120 days from start date

5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required
5+ years building long-lasting relationships with affluent clients or equivalent experience; Required
FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications
Life and Health Insurance License (Resident State)
Multiple Issuers required
Certified Financial Planner (CFP)
Certified Financial Planner Board of Standards preferred
Chartered Financial Analyst
Level I
Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred

Wealth Management Advisor

Key skills