Elite Wealth Advisor for Affluent Clients

TIAA; Mount Laurel Township (NJ); On-site; USD 100,000 - 110,000; Full time

Job summary

TIAA is seeking a Wealth Management Advisor in the United States to deepen relationships with an established client base and grow the practice through referrals. You will diagnose client needs, propose tailored financial solutions and collaborate across teams to deliver comprehensive retirement planning guidance.

Ideal candidates have a history of managing a book of business, strong communication skills, and the drive to achieve growth while meeting regulatory licensing requirements within 120

Qualifications

• 5+ years in a role with personal accountability and managing a book of business or equivalent experience.
• 5+ years building long-lasting relationships with affluent clients or equivalent experience.
• All licenses must be obtained within 120 days from start date.

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.

Skills

Relationship building

Financial needs analysis

Complex financial communication

Client relationship management

Sales and growth mindset

Team collaboration

Critical thinking

Problem solving

Education

University degree preferred

Tools

Series 7

Series 63

Series 65

Series 66

Life and Health Insurance License

Certified Financial Planner (CFP)

Chartered Financial Analyst - CFA Level I

Job description

TIAA is seeking a Wealth Management Advisor in the United States to deepen relationships with an established client base and grow the practice through referrals. You will diagnose client needs, propose tailored financial solutions and collaborate across teams to deliver comprehensive retirement planning guidance.

Ideal candidates have a history of managing a book of business, strong communication skills, and the drive to achieve growth while meeting regulatory licensing requirements within 120