Wealth Advisor: Financial Planning & Growth

TIAA; Overland Park (KS); On-site; USD 80,000 - 95,000; Full time

Job summary

TIAA in Overland Park, KS is hiring a Wealth Advisor to partner with clients, analyze financial landscapes and develop tailored investment plans. You will work with a team to grow your book through referrals and strategic client solutions.

Role requires 3+ years in financial services, Series 7/63/65 (or 66), and a university degree. Base pay ranges reflect market standards with potential incentive programs tied to performance.

Qualifications

• 3+ years financial services experience.
• Series 7, 63 and 65 (or 66) completed within 120 days of start date.
• University degree or higher preferred.
• Ability to grow a client book through referrals and relationships.

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.
• Grow book of business through referrals and value-add products and services.

Skills

Client Relationship Management

Business Development

Sales

Consultative Communication

Wealth Management

Collaboration

Prioritizes Effectively

Retirement Planning Selling

Wealth Due Diligence

Series 7

Series 63

Series 65

Series 66

Education

University (Degree) Preferred

Job description

TIAA in Overland Park, KS is hiring a Wealth Advisor to partner with clients, analyze financial landscapes and develop tailored investment plans. You will work with a team to grow your book through referrals and strategic client solutions.

Role requires 3+ years in financial services, Series 7/63/65 (or 66), and a university degree. Base pay ranges reflect market standards with potential incentive programs tied to performance.