Hybrid-Flex Wealth Advisor for High-Net-Worth Clients

TIAA; Spokane (WA); On-site; USD 100,000 - 110,000; Full time

Job summary

TIAA is seeking a Wealth Management Advisor in Spokane to build and deepen relationships with high-net-worth clients. You will deliver tailored financial strategies as a fiduciary and guide clients from accumulation to retirement, while expanding the practice with internal wealth-management resources.

The role requires 5+ years managing a book, strong investment knowledge, exceptional people skills, and active FINRA licenses or the ability to obtain them within 120 days.

Qualifications

• 5+ years of experience managing a book of business and building long-lasting relationships with affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Exceptional people skills - engage clients with authenticity, build trust naturally, and always act in their best interests.
• Solutions-oriented mindset with the drive to make a meaningful difference in clients' financial lives.
• Thrives with both autonomy and accountability.
• FINRA Series 7 and Series 63; Series 65 or 66.
• Life and Health Insurance License - all licenses must be obtained within 120 days of start date.

Responsibilities

• Develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients.
• Partner with clients to understand goals and deliver tailored financial strategies while acting as a fiduciary.
• Serve as the primary financial contact, guiding clients through retirement.
• Grow practice by expanding relationships and leveraging TIAA's wealth management capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs.

Skills

Book of business

Investment knowledge

People skills

Autonomy & accountability

FINRA licenses

Insurance license

Job description

TIAA is seeking a Wealth Management Advisor in Spokane to build and deepen relationships with high-net-worth clients. You will deliver tailored financial strategies as a fiduciary and guide clients from accumulation to retirement, while expanding the practice with internal wealth-management resources.

The role requires 5+ years managing a book, strong investment knowledge, exceptional people skills, and active FINRA licenses or the ability to obtain them within 120 days.