Senior Wealth Planning Advisor

TIAA; Pittsburgh (Allegheny County); On-site; USD 84,000 - 110,000; Full time

Job summary

TIAA is seeking a Financial Planning Advisor to partner with an Executive Wealth Management Advisor, identifying client goals, analyzing finances, and delivering tailored planning recommendations. The role emphasizes growth through referrals and servicing complex clients.

The position requires 3+ years in wealth management, Series 7/66 (or equivalents) or ability to obtain licenses within 120 days, and a focus on building lasting client relationships while meeting sales targets.

Qualifications

• Minimum of 3 years of experience in wealth management, financial planning, or a related advisory role.
• FINRA Series 7 and 66 (or a combination of Series 63 & 65), or ability to obtain all required licenses within 120 days of start date.

Responsibilities

• Manages and grows relationships with high-net-worth clients across products and services.
• Develops and implements strategic plans addressing client challenges.
• Tailors investment strategies considering objectives, liquidity, and tax implications.
• Reviews client information and investment needs to shape financial plans.
• Grow book of business through referrals and cross-sell of services.

Skills

Client Relationship Management

Business Development

Collaboration

Communication

Education

University degree (preferred)

Tools

FINRA Series 7

FINRA Series 63

FINRA Series 65

FINRA Series 66

Job description

TIAA is seeking a Financial Planning Advisor to partner with an Executive Wealth Management Advisor, identifying client goals, analyzing finances, and delivering tailored planning recommendations. The role emphasizes growth through referrals and servicing complex clients.

The position requires 3+ years in wealth management, Series 7/66 (or equivalents) or ability to obtain licenses within 120 days, and a focus on building lasting client relationships while meeting sales targets.