Strategic Wealth Advisor

TIAA; Hackensack (MN); On-site; USD 80,000 - 95,000; Full time

Job summary

TIAA Wealth Advisor role in Minnesota is part of a collaborative team that partners with clients to identify financial goals, analyze their landscape and develop tailored recommendations.

The position requires 3+ years in financial services, Series 7/63/65 or 66, and a drive to grow a book of business through referrals, with a base salary range of $80,000 to $95,000 plus incentive opportunities.

Qualifications

• University degree preferred in finance or related field.
• 3+ years financial services experience required; 5+ preferred.
• Series 7, 63 and 65 (or 66) completed within 120 days of start date.

Responsibilities

• Manages time and resources efficiently and effectively.
• Develops and implements strategic and tactical plans addressing client challenges.
• Tailors investment strategies to client objectives and constraints.
• Reviews client information, including financial statements and risk profiles.
• Grows book of business through referrals and value-added products/services.
• Performs investment research to provide up-to-date guidance.
• Meets or exceeds annual sales targets as part of a team.

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

Tools

Series 7

Series 63

Series 65

Series 66

Job description

TIAA Wealth Advisor role in Minnesota is part of a collaborative team that partners with clients to identify financial goals, analyze their landscape and develop tailored recommendations.

The position requires 3+ years in financial services, Series 7/63/65 or 66, and a drive to grow a book of business through referrals, with a base salary range of $80,000 to $95,000 plus incentive opportunities.