Elite Wealth Advisor for Affluent Clients

TIAA; Coralville (IA); On-site; USD 100,000 - 110,000; Full time

Job summary

TIAA Wealth Management is seeking an experienced Wealth Management Advisor in the United States to deepen client relationships, analyze client financials, and develop tailored investment and retirement solutions. The role emphasizes serving affluent clients with sophisticated financial planning and a strong commitment to ethical standards.

As part of a respected institution, you will partner with clients to achieve retirement goals, obtain necessary securities licenses within a defined period,

Qualifications

• University (Degree) Preferred
• 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, 63, 65, 66)
• Life and Health Insurance License (Resident State)
• CFP or CFA preferred with company support

Responsibilities

• Identify financial goals for affluent clients and develop recommendations.
• Explain complex financial solutions clearly to clients.
• Build meaningful, long-lasting client relationships with suitable solutions.
• Obtain all required licenses within 120 days from start date.

Skills

Client needs discovery

Feedback culture

Relationship building

Time management

Entrepreneurial mindset

Investment knowledge

Accountability

Education

University degree preferred

Job description

TIAA Wealth Management is seeking an experienced Wealth Management Advisor in the United States to deepen client relationships, analyze client financials, and develop tailored investment and retirement solutions. The role emphasizes serving affluent clients with sophisticated financial planning and a strong commitment to ethical standards.

As part of a respected institution, you will partner with clients to achieve retirement goals, obtain necessary securities licenses within a defined period,