Wealth Management Advisor: Grow Affluent Relationships

TIAA; Andover (MN); On-site; USD 100,000 - 110,000; Full time

Job summary

TIAA is seeking an experienced Wealth Management Advisor to deepen relationships with affluent clients and organically grow the practice through referrals while delivering tailored financial solutions. The role requires 5+ years of experience managing a book of business, Series 7/63/65/66, Life and Health licenses, and CFP or CFA preferred (TIAA may cover CFP/CFA costs).

Licenses must be obtained within 120 days from start.

Qualifications

• University degree preferred.
• 5+ years managing a book of business.
• FINRA Series 7/63/65/66 required.
• Life and Health Insurance license required.
• CFP or CFA preferred; CFP/CFA costs may be covered by the company.

Responsibilities

• Identify financial goals and develop recommendations to help clients meet objectives.
• Communicate complex financial solutions clearly to clients.
• Build long-lasting relationships and implement tailored financial solutions.
• All licenses must be obtained within 120 days from start date.

Skills

Client Relationships

Business Development

Consultative Selling

Sales

Wealth Management

Education

University degree

CFP

CFA Level I

Life and Health Insurance License

FINRA Licenses (7/63/65/66)

Job description

TIAA is seeking an experienced Wealth Management Advisor to deepen relationships with affluent clients and organically grow the practice through referrals while delivering tailored financial solutions. The role requires 5+ years of experience managing a book of business, Series 7/63/65/66, Life and Health licenses, and CFP or CFA preferred (TIAA may cover CFP/CFA costs).

Licenses must be obtained within 120 days from start.