Affluent Wealth Advisor: Growth & Planning

Nuveen; Ames (IA); On-site; USD 85,000 - 110,000; Full time

Job summary

The Wealth Management Advisor at TIAA partners with affluent clients to identify financial goals, analyze their financial landscape, and develop personalized recommendations to help them reach well-defined objectives. This role involves communicating complex investment solutions and building long-lasting client relationships through trusted guidance.

Requires 5+ years in personal financial services, FINRA registrations (Series 7/63/65/66), applicable licenses, and a degree; CFP or CFA preferred.

Qualifications

• 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
• All licenses must be obtained within 120 days from start date.

Responsibilities

• Partners with affluent clients to identify financial goals, analyze their landscape and develop recommendations.
• Communicates complex financial solutions to clients and builds meaningful relationships.
• Implements financial solutions and maintains ongoing client engagement.

Skills

Business Development

Client Relationship Management

Consultative Communication

Sales

Retirement Planning

Education

University degree preferred

Tools

FINRA registrations

Job description

The Wealth Management Advisor at TIAA partners with affluent clients to identify financial goals, analyze their financial landscape, and develop personalized recommendations to help them reach well-defined objectives. This role involves communicating complex investment solutions and building long-lasting client relationships through trusted guidance.

Requires 5+ years in personal financial services, FINRA registrations (Series 7/63/65/66), applicable licenses, and a degree; CFP or CFA preferred.