Wealth Advisor: Strategic Planning & Client Growth

TIAA; Hackensack (MN); On-site; USD 80,000 - 95,000; Full time

Job summary

TIAA, a leading retirement services organization in Minnesota, seeks a Wealth Advisor to partner with clients on goal setting, portfolio analysis, and tailored financial plans. You will collaborate with a team to grow the client book through referrals while delivering informed investment guidance and research-backed recommendations.

Ideal candidates have 3+ years in financial services, FINRA registrations, and a degree; you will contribute to meeting annual sales targets within a collaborative

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.

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

Client Relationship Management

Sales

Wealth Management

Team Collaboration

Consultative Communication

Retirement Planning Selling

TIAA Products/Services Acumen

Business Development

Wealth Due Diligence

Prioritizes Effectively

Education

University (Degree) Preferred

Job description

TIAA, a leading retirement services organization in Minnesota, seeks a Wealth Advisor to partner with clients on goal setting, portfolio analysis, and tailored financial plans. You will collaborate with a team to grow the client book through referrals while delivering informed investment guidance and research-backed recommendations.

Ideal candidates have 3+ years in financial services, FINRA registrations, and a degree; you will contribute to meeting annual sales targets within a collaborative