Wealth Advisor: Strategic Financial Planning & Growth

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

Job summary

Teachers Insurance and Annuity Association of America (TIAA) is seeking a Wealth Advisor in Philadelphia, PA. You will partner with clients and teams to identify financial goals, analyze their landscape and develop tailored recommendations that advance their objectives.

The role emphasizes growth through referrals, strategic planning, and staying informed on market developments to provide informed guidance. A strong client-service focus and regulatory awareness are essential.

Qualifications

• 3+ years financial services experience.
• Series 7, 63 and 65 (or 66) completed within 120 days of start date.
• Bachelor's degree preferred or equivalent experience.

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.
• Grows book of business through referrals and by offering value-add products and services.
• Performs investment research and stays informed of market developments to provide clients with up-to-date guidance.

Skills

Financial services experience

Client relationship management

Sales

Team collaboration

Education

University degree preferred

Job description

Teachers Insurance and Annuity Association of America (TIAA) is seeking a Wealth Advisor in Philadelphia, PA. You will partner with clients and teams to identify financial goals, analyze their landscape and develop tailored recommendations that advance their objectives.

The role emphasizes growth through referrals, strategic planning, and staying informed on market developments to provide informed guidance. A strong client-service focus and regulatory awareness are essential.