Wealth Management Advisor

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

Job summary

A leading financial services firm seeks a Wealth Management Advisor to deepen client relationships and grow their practice. The role involves partnering with clients to develop tailored financial solutions and requires strong investment knowledge and relevant licenses. TIAA offers a competitive salary and comprehensive benefits.

Benefits

Retirement Plans

Health Benefits

Wellness Benefits

Work-Life Balance

Qualifications

• 5+ years experience managing a book of business.
• Required: FINRA Series 7, 63, 65, 66; Life and Health Insurance License.

Responsibilities

• Partner with affluent clients to identify financial goals.
• Communicate complex financial solutions effectively.
• Build lasting relationships and implement financial strategies.

Skills

Curiosity

Feedback

Teamwork

Time Management

Entrepreneurial Mindset

Investment Knowledge

Accountability

Education

University Degree

Job description

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

Base pay range

$92,000.00/yr - $110,000.00/yr

Advisors at TIAA focus on deepening client relationships and growing their practice through referrals, supported by comprehensive resources. TIAA is recognized for ethics and diversity, hiring advisors aligned with our mission to help clients achieve confidence in retirement.

Key Skills and Attributes

• Curious and skilled at uncovering client needs.
• Open to giving and receiving constructive feedback.
• Ability to leverage team talents for common goals.
• Efficient in managing time and resources.
• Entrepreneurial mindset with solutions-oriented approach.
• Strong knowledge of investment solutions and planning.
• Thrives in empowered, accountable environments, learns from mistakes.

Responsibilities

• Partner with affluent clients to identify financial goals and develop tailored recommendations.
• Communicate complex financial solutions effectively.
• Build lasting relationships and implement appropriate financial strategies.
• Obtain necessary licenses within 120 days of starting.

Qualifications

• Preferred: University degree.
• Minimum 5+ years experience managing a book of business and building client relationships.
• Required: FINRA Series 7, 63, 65, 66; Life and Health Insurance License.
• Preferred: CFP or CFA certification, with TIAA covering certification costs and salary increases upon completion.

Physical and Career Details

• Sedentary work.
• Career level: 8IC.

Compensation and Benefits

Base salary: $92,000 - $110,000 annually, with eligibility for performance-based variable compensation. Total rewards include retirement plans, health, wellness, and work-life benefits. Compensation varies based on experience, location, and performance.

About TIAA

With over 100 years of experience, TIAA is dedicated to securing retirements, offering market-leading asset management and a commitment to client service and diversity.

Equal Opportunity and Support

We are an Equal Opportunity Employer, providing accommodations for applicants with disabilities. For assistance, contact: [phone] or [e-mail].