Senior Wealth Advisor: Growth & Impact

Nuveen; Los Angeles (CA); On-site; USD 100,000 - 110,000; Full time

Job summary

TIAA Wealth Management Advisor role located in Los Angeles focuses on partnering with affluent clients to identify financial goals and analyze their landscape. You will develop recommendations and clearly communicate complex financial solutions to drive client outcomes.

The position emphasizes relationship building, behaviorally tailoring solutions, and implementing appropriate financial plans while ensuring all necessary licenses are obtained within 120 days of joining the team.

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.
• FINRA registrations required; Series 7, 63, 65, 66 or equivalents.
• Life and Health Insurance License required; CFP or CFA preferred or under cost-supported program.

Responsibilities

• Partners with affluent clients to identify financial goals and analyze their financial landscape.
• Develops recommendations and communicates complex financial solutions clearly.
• Builds meaningful relationships and implements appropriate financial solutions.
• Ensures all licenses are obtained within 120 days from start date.

Skills

Relationship building

Needs assessment

Time management

Entrepreneurial mindset

Financial knowledge

Interpersonal communication

Client servicing

Education

Bachelor's degree preferred

FINRA registrations

Tools

Series 7

Series 63

Series 65

Series 66

CFP

CFA Level I

Job description

TIAA Wealth Management Advisor role located in Los Angeles focuses on partnering with affluent clients to identify financial goals and analyze their landscape. You will develop recommendations and clearly communicate complex financial solutions to drive client outcomes.

The position emphasizes relationship building, behaviorally tailoring solutions, and implementing appropriate financial plans while ensuring all necessary licenses are obtained within 120 days of joining the team.