Wealth Management Advisor

TIAA; Omaha (NE); On-site; USD 92,000 - 110,000; Full time

Job summary

A leading financial services firm is seeking a Wealth Management Advisor to partner with affluent clients, providing tailored financial solutions. The role requires strong communication skills and a deep understanding of investment solutions. Advisors will manage relationships and leverage team skills for growth. Competitive compensation and comprehensive benefits are offered.

Qualifications

• Minimum 5+ years managing a book of business or equivalent experience.
• Experience building relationships with affluent clients.

Responsibilities

• Partner with affluent clients to identify goals and develop tailored financial recommendations.
• Communicate complex solutions effectively and build lasting relationships.
• Implement appropriate financial solutions.

Skills

Business Development

Client Management

Collaboration

Communication

Due Diligence

Practice Management

Retirement Planning

Sales

Wealth Management

Education

University Degree

Tools

Series 7

Series 63

Series 65

Series 66

Life and Health Insurance License

CFP

CFA

Job description

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

Continue with Google

2 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Continue with Google

Base pay range

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

Supported with a robust array of resources and solutions, Advisors at TIAA deepen client relationships and grow their practice through referrals. We are recognized for our ethics and diversity. We hire Advisors aligned with our mission to help clients find confidence in retirement.

• Deep curiosity to uncover client needs
• Constructive feedback as a core trait
• Ability to leverage team skills for common goals
• Efficient management of time and resources
• Entrepreneurial mindset focused on growth
• Strong knowledge of investment solutions and planning
• Thrives in empowered, accountable environments

Key Responsibilities and Duties

• Partner with affluent clients to identify goals and develop tailored financial recommendations.
• Communicate complex solutions effectively and build lasting relationships.
• Implement appropriate financial solutions.
• Obtain necessary licenses within 120 days of start date.

Educational Requirements

• Preferred: University Degree

Work Experience

• Minimum 5+ years managing a book of business or equivalent experience
• Experience building relationships with affluent clients

FINRA Registrations

• Series 7, 63, 65, 66

Licenses and Certifications

• Life and Health Insurance License (Resident State)
• CFP or CFA (preferred; TIAA covers costs for certification)

Physical Requirements

• Sedentary Work

Career Level

8IC

Related Skills

Business Development, Client Management, Collaboration, Communication, Due Diligence, Practice Management, Retirement Planning, Sales, Wealth Management

Additional Details

Posting End Date: 2025-06-30

Competitive variable compensation, base salary varies with experience and location.

Company Overview

Over 100 years of helping workers secure retirement. Recognized for ethics and diversity. Committed to employee well-being with comprehensive benefits.

Equal Opportunity & Accessibility

We are an Equal Opportunity Employer and support applicants with disabilities. Contact: [phone] or [e-mail].