Wealth Advisor | Strategic Financial Planning & Growth

Teachers Insurance and Annuity Association of America; Waltham (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 to partner with clients, analyze financial landscapes, and develop tailored recommendations to meet defined goals. The position supports growth of the client book through referrals and collaboration with a team of specialists.

The role requires 3+ years in financial services and relevant FINRA registrations. Base pay ranges from $80,000 to $95,000 per year, with potential incentives based on performance and

Qualifications

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

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 Relationships

Consultative Communication

Retirement Planning

Sales Strategy

TIAA Products

Wealth Management

Education

University (Degree) Preferred

Job description

Teachers Insurance and Annuity Association of America (TIAA) is seeking a Wealth Advisor to partner with clients, analyze financial landscapes, and develop tailored recommendations to meet defined goals. The position supports growth of the client book through referrals and collaboration with a team of specialists.

The role requires 3+ years in financial services and relevant FINRA registrations. Base pay ranges from $80,000 to $95,000 per year, with potential incentives based on performance and