Wealth Management Advisor: Grow a High-Impact Practice

TIAA; Overland Park (KS); On-site; USD 90,000 - 140,000; Full time

Job summary

TIAA is seeking a Wealth Management Advisor in Overland Park, KS to build and maintain relationships with affluent clients, analyze financial landscapes, and recommend tailored retirement and investment solutions.

You will obtain required licenses within 120 days, collaborate with specialists, and grow a book of business through referrals. A university degree and 5+ years of related experience are preferred.

Qualifications

• 5+ years in a role with personal accountability and managing a book of business or equivalent experience (required).
• 5+ years building long‑lasting relationships with affluent clients or equivalent experience (required).
• University degree preferred.

Responsibilities

• Partner with affluent clients to identify financial goals, analyze financial landscapes, and develop recommendations that help them achieve well-defined objectives.
• Communicate complex financial solutions to clients, using interpersonal communication and relationship building skills.
• Build meaningful and long-lasting relationships, developing and implementing appropriate financial solutions.
• Obtain all required licenses within 120 days from the start date.

Skills

Relationship-building

Financial planning

Communication

Sales

Ethical conduct

Education

University degree preferred

Tools

FINRA Series 7/63/65/66

Life and Health Insurance License

CFP (preferred)

CFA Level I (preferred)

Job description

TIAA is seeking a Wealth Management Advisor in Overland Park, KS to build and maintain relationships with affluent clients, analyze financial landscapes, and recommend tailored retirement and investment solutions.

You will obtain required licenses within 120 days, collaborate with specialists, and grow a book of business through referrals. A university degree and 5+ years of related experience are preferred.