Strategic Wealth Advisor | Grow Client Book

TIAA; Pittsburgh (Allegheny County); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Total Rewards Package

Health & Wellness Benefits

Retirement Program

Job summary

TIAA is seeking a Wealth Advisor in the United States to partner with clients and teams to identify financial goals and develop customized plans. You will grow your book through referrals, conduct investment research, and tailor strategies considering liquidity and tax implications.

The role requires 3+ years in financial services, Series 7/63/65 (or 66) within 120 days, and a collaborative, client-focused approach to achieving annual sales targets.

Qualifications

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

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

Consultative Communication

Wealth Management

Sales

Team Collaboration

Education

University (Degree) Preferred

Job description

TIAA is seeking a Wealth Advisor in the United States to partner with clients and teams to identify financial goals and develop customized plans. You will grow your book through referrals, conduct investment research, and tailor strategies considering liquidity and tax implications.

The role requires 3+ years in financial services, Series 7/63/65 (or 66) within 120 days, and a collaborative, client-focused approach to achieving annual sales targets.