Strategic Wealth Advisor

CFP Board of Standards Inc.; Frisco, Northern (TX, KY); Hybrid; USD 80,000 - 95,000; Full time

Job summary

TIAA is seeking a Wealth Advisor to join our team, partnering with clients to identify financial goals and develop tailored recommendations. You will collaborate across a team to grow the client base through referrals and stay current with market developments to guide investment decisions.

Requires Series 7/63/65 (or 66) and 3+ years in financial services; 5+ years preferred. Base pay range is substantial, with incentives.

Qualifications

• 3+ years financial services experience
• Series 7, 63 and 65 (or 66) completed within 120 days of start date
• Educational Requirements: University degree preferred

Responsibilities

• Manages time and resources efficiently and effectively
• Develops and implements strategic and tactical plans with strong considerations to client challenges
• Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans
• Reviews client information, including financial statements, risk investment profile and cash availability
• Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals
• Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance
• Works in a team environment to maintain a book of business and meet or exceed annual sales targets

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement Mindset

Practice Management Strategy

Prioritizes Effectively

Retirement Planning Selling

Sales

TIAA Products/Services Acumen

Wealth Due Diligence

Wealth Management

Education

University (Degree) Preferred

Job description

TIAA is seeking a Wealth Advisor to join our team, partnering with clients to identify financial goals and develop tailored recommendations. You will collaborate across a team to grow the client base through referrals and stay current with market developments to guide investment decisions.

Requires Series 7/63/65 (or 66) and 3+ years in financial services; 5+ years preferred. Base pay range is substantial, with incentives.