Elite Wealth Advisor for High-Net-Worth Clients

TIAA; San Francisco (CA); On-site; USD 66,235 - 72,847; Full time

Job summary

TIAA is seeking a Wealth Management Advisor in San Francisco to partner with affluent clients, analyze financial landscapes, and develop tailored recommendations toward well-defined financial goals.

The role requires strong relationship-building and the ability to communicate complex financial solutions. Candidates should have 5+ years of client relationship experience and hold or be willing to obtain necessary licenses within 120 days of start date.

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.
• Licenses and Certifications required within 120 days from start date.

Responsibilities

• Partners with affluent clients to identify financial goals, analyze their financial landscape and develop recommendations toward 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 financially appropriate solutions.
• All licenses must be obtained within 120 days from start date.

Skills

Relationship Management

Consultative Communication

Client Relationship Management

Sales

Collaboration

Practice Management Strategy

Retirement Planning Selling

Education

Life and Health Insurance License (Resident State) - Multiple Issuers required

Certified Financial Planner (CFP)

Chartered Financial Analyst - CFA/Level I

Job description

TIAA is seeking a Wealth Management Advisor in San Francisco to partner with affluent clients, analyze financial landscapes, and develop tailored recommendations toward well-defined financial goals.

The role requires strong relationship-building and the ability to communicate complex financial solutions. Candidates should have 5+ years of client relationship experience and hold or be willing to obtain necessary licenses within 120 days of start date.