Strategic Wealth Advisor & Client Growth Leader

TIAA; Morgantown (WV); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Incentive programs

Competitive benefits

Retirement program

Job summary

TIAA in Morgantown, WV is seeking a Wealth Advisor to partner with clients, analyze financial landscapes and develop recommendations aligned with defined objectives. You will work with a team to grow the book through referrals and deliver tailored investment strategies.

The role requires 3+ years in financial services, Series 7/63/65 (or 66) and a university degree. You will manage client information, stay informed on markets, and aim to exceed annual sales targets in a collaborative office

Qualifications

• 3+ years financial services experience
• Series 7, 63 and 65 (or 66) completed within 120 days of start date
• Strong client relationship management and collaboration

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

Education

University (Degree) Preferred

Job description

TIAA in Morgantown, WV is seeking a Wealth Advisor to partner with clients, analyze financial landscapes and develop recommendations aligned with defined objectives. You will work with a team to grow the book through referrals and deliver tailored investment strategies.

The role requires 3+ years in financial services, Series 7/63/65 (or 66) and a university degree. You will manage client information, stay informed on markets, and aim to exceed annual sales targets in a collaborative office