Strategic Wealth Advisor for Affluent Clients

TIAA; St. Clair (Schuylkill County); On-site; USD 100,000 - 108,000; Full time

Job summary

TIAA Wealth Management Advisor plays a pivotal role in deepening client relationships and growing practice through referrals, backed by robust resources. Advisors help clients pursue confident retirement planning and investment solutions.

You will work with affluent clients, build trusted relationships, and are expected to obtain necessary licenses within 120 days. The role offers a base pay and a pathway to incentive compensation based on performance.

Qualifications

• 5+ years in a role with personal accountability and managing a book of business.
• 5+ years building long-lasting relationships with affluent clients or equivalent experience.
• University degree preferred; FINRA registrations and licenses required.
• Life and Health Insurance License (Resident State) - Multiple Issuers required.
• CFP or CFA certification preferred; TIAA may cover the cost and increase base salary upon successful completion.

Responsibilities

• Partner with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations.
• Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
• Builds meaningful and long-lasting relationships, developing and implementing financially appropriate solutions.
• All licenses must be obtained within 120 days from start date.

Skills

Client discovery

Feedback culture

Collaboration

Time management

Entrepreneurial mindset

Investment knowledge

Accountability

Education

University (Degree) Preferred

Job description

TIAA Wealth Management Advisor plays a pivotal role in deepening client relationships and growing practice through referrals, backed by robust resources. Advisors help clients pursue confident retirement planning and investment solutions.

You will work with affluent clients, build trusted relationships, and are expected to obtain necessary licenses within 120 days. The role offers a base pay and a pathway to incentive compensation based on performance.