Elite Wealth Advisor for Affluent Clients

TIAA; Houston (TX); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Comprehensive Total Rewards package

Superior retirement program

Health and wellness offerings

Job summary

TIAA is seeking a Wealth Management Advisor in Houston to support affluent clients by developing tailored financial solutions. This role involves deepening client relationships while delivering exceptional financial advice.

Qualified candidates will have a university degree, strong interpersonal skills, and experience managing a personal book of business. The position offers a competitive salary range of $100,000 to $110,000 annually along with a comprehensive benefits package.

Qualifications

• 5+ years in a role with personal accountability managing a book of business.
• 5+ years building long-lasting relationships with affluent clients.

Responsibilities

• Partner with affluent clients to identify financial goals and develop recommendations.
• Communicate complex financial solutions utilizing relationship building skills.
• Build meaningful and long-lasting relationships with clients.

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

Tools

FINRA Registrations (Series 7, Series 63, Series 65, Series 66)

Job description

TIAA is seeking a Wealth Management Advisor in Houston to support affluent clients by developing tailored financial solutions. This role involves deepening client relationships while delivering exceptional financial advice.

Qualified candidates will have a university degree, strong interpersonal skills, and experience managing a personal book of business. The position offers a competitive salary range of $100,000 to $110,000 annually along with a comprehensive benefits package.