Senior Wealth Advisor for Affluent Clients

TIAA; Pasadena (CA); On-site; USD 100,000 - 110,000; Full time

Job summary

TIAA in Pasadena, CA is seeking a Wealth Management Advisor to deepen relationships with an established client base and organically grow the practice by delivering tailored financial solutions that meet each client’s dreams. You will partner with affluent clients, analyze their financial landscape, and present recommendations.

The role requires strong investment knowledge, excellent communication, a track record of relationship-building, and obtaining all required licenses within 120 days of

Qualifications

• University degree preferred.
• Series 7/63/65/66 FINRA registrations required.
• Life and Health Insurance License (Resident State) required.
• CFP or CFA preferred; company may sponsor.

Responsibilities

• Partners with affluent clients to identify goals, analyze landscape, and develop recommendations.
• Communicates complex financial solutions and builds trustful relationships.
• Develops and implements tailored financial solutions for clients.
• All required licenses must be obtained within 120 days from start date.

Skills

Client discovery

Feedback

Collaboration

Time management

Entrepreneurial mindset

Investment knowledge

Ownership

Education

University degree preferred

Job description

TIAA in Pasadena, CA is seeking a Wealth Management Advisor to deepen relationships with an established client base and organically grow the practice by delivering tailored financial solutions that meet each client’s dreams. You will partner with affluent clients, analyze their financial landscape, and present recommendations.

The role requires strong investment knowledge, excellent communication, a track record of relationship-building, and obtaining all required licenses within 120 days of