Wealth Advisor

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

Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client referrals.

Key Responsibilities And Duties

• 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.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 3+ Years Required; 5+ Years Preferred

FINRA Registrations

• SRC Indicator: Series 7; Series 63; Series 65; Series 66

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

7IC

Required:

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

Preferred:

• 5+ years financial services experience
• Series 7, 63 and 65 (or 66) completed

Related 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

Anticipated Posting End Date:

2026-08-31

Base Pay Range: $80,000/yr - $95,000/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Benefits And Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

,

Preferred:

• 5+ years financial services experience
• Series 7, 63 and 65 (or 66) completed