Affluent Wealth Advisor - Growth & Retirement Planning

TIAA; Pittsburgh (Allegheny County); On-site; USD 100,000 - 110,000; Full time

Job summary

TIAA is seeking a Wealth Management Advisor in Pittsburgh to deepen client relationships and grow the practice with referrals, offering tailored financial solutions. You will diagnose client needs, propose fitting strategies, and build durable client relationships while pursuing regulatory licenses within 120 days of starting.

The role requires 5+ years in client-facing roles, FINRA registrations, and industry certifications such as CFP or CFA.

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
• FINRA registrations: Series 7; Series 63; Series 65; Series 66
• Life and Health Insurance License (Resident State) - Multiple Issuers required
• Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or
• Chartered Financial Analyst - Level I - CFA 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

Responsibilities

• The Wealth Management Advisor 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, utilizing interpersonal communication and relationship building skills.
• Builds meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions.
• All licenses must be obtained within 120 days from start date.

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

Education

University (Degree) Preferred

FINRA Series 7

FINRA Series 63

FINRA Series 65

FINRA Series 66

Life and Health Insurance License (Resident State)

Certified Financial Planner (CFP)

Chartered Financial Analyst (CFA) Level I

Job description

TIAA is seeking a Wealth Management Advisor in Pittsburgh to deepen client relationships and grow the practice with referrals, offering tailored financial solutions. You will diagnose client needs, propose fitting strategies, and build durable client relationships while pursuing regulatory licenses within 120 days of starting.

The role requires 5+ years in client-facing roles, FINRA registrations, and industry certifications such as CFP or CFA.