Wealth Management Advisor

TIAA; Irvine (CA); On-site; USD 92,000 - 110,000; Full time

Job summary

A leading company in financial services is seeking a Wealth Management Advisor to enhance client relationships and grow their practice. The ideal candidate will have extensive experience in managing affluent clients and possess relevant financial licenses. This full-time role emphasizes ethical conduct and diversity, aligning with the company's mission to help clients achieve retirement confidence.

Qualifications

• 5+ years experience managing a book of business.
• Required licenses: Life and Health Insurance License.

Responsibilities

• Partner with clients to identify financial goals.
• Communicate complex financial concepts effectively.
• Build and maintain long-term client relationships.

Skills

Client Relationship Management

Financial Communication

Education

CFP or CFA

Tools

FINRA Series 7

FINRA Series 63

FINRA Series 65

FINRA Series 66

Job description

Job Title and Application

Join to apply for the Wealth Management Advisor role at TIAA.

Job Details

This position offers a base pay range of $92,000.00/yr - $110,000.00/yr. Advisors at TIAA leverage extensive resources to deepen client relationships and grow their practice through referrals. We value diversity and ethical conduct, and seek candidates who align with our mission to help clients achieve retirement confidence.

Key Qualifications

• 5+ years experience managing a book of business and building relationships with affluent clients.
• Relevant FINRA registrations: Series 7, 63, 65, 66.
• Required licenses: Life and Health Insurance License (Resident State); CFP or CFA preferred.

Responsibilities

• Partner with clients to identify financial goals and develop tailored solutions.
• Communicate complex financial concepts effectively.
• Build and maintain long-term client relationships.
• Obtain necessary licenses within 120 days of start date.

Additional Information

Physical requirements: Sedentary work. Career level: 8IC. Employment type: Full-time. Seniority level: Mid-Senior level.

For more details on benefits, company overview, and application process, please refer to the original description. TIAA is an Equal Opportunity Employer and provides accommodations for applicants with disabilities.