Wealth Advisor: Growth & Financial Planning

Teachers Insurance and Annuity Association of America; Pittsburgh (Allegheny County); On-site; USD 80,000 - 95,000; Full time

Job summary

The Wealth Advisor at Teachers Insurance and Annuity Association of America in Pittsburgh, PA, USA, partners with clients to identify financial goals and develop tailored plans. This role focuses on growing a book of business through client referrals while delivering current market insights.

Ideal candidates have 3+ years in financial services, with Series 7/63/65 (or 66) registrations within 120 days. A university degree is preferred, with strong collaboration and consultative communication

Qualifications

• University (Degree) preferred.
• 3+ years financial services experience required; 5+ years preferred.
• Series 7, 63 and 65 (or 66) registrations 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 Relations

Collaboration

Consultative Communication

Wealth Management

Retirement Planning

Education

University (Degree) Preferred

Job description

The Wealth Advisor at Teachers Insurance and Annuity Association of America in Pittsburgh, PA, USA, partners with clients to identify financial goals and develop tailored plans. This role focuses on growing a book of business through client referrals while delivering current market insights.

Ideal candidates have 3+ years in financial services, with Series 7/63/65 (or 66) registrations within 120 days. A university degree is preferred, with strong collaboration and consultative communication