Strategic Wealth Advisor: Growth, Planning & Client Impact

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

Benefits offered by this job

Total Rewards package

Competitive retirement program

Health and wellness offerings

Job summary

The Wealth Advisor at The Wealth Advisor team within TIAA partners with clients to identify financial goals, analyze their financial landscape and develop recommendations to work toward well-defined objectives. The role emphasizes collaboration to grow the book through referrals and client insight.

Required are 3+ years in financial services, FINRA Series 7, 63 and 65 (or 66) within 120 days of start. Base salary ranges from $80,000 to $95,000 per year, with a comprehensive Total Rewards package

Qualifications

• 3+ years financial services experience
• 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 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

Wealth Management

Sales

TIAA Products/Services Acumen

Wealth Due Diligence

Prioritizes Effectively

Practice Management Strategy

Education

University degree (preferred)

Job description

The Wealth Advisor at The Wealth Advisor team within TIAA partners with clients to identify financial goals, analyze their financial landscape and develop recommendations to work toward well-defined objectives. The role emphasizes collaboration to grow the book through referrals and client insight.

Required are 3+ years in financial services, FINRA Series 7, 63 and 65 (or 66) within 120 days of start. Base salary ranges from $80,000 to $95,000 per year, with a comprehensive Total Rewards package