Wealth Management Advisor: Grow Your Client Practice

TIAA; Ames (IA); On-site; USD 90,000 - 140,000; Full time

Job summary

TIAA is seeking a Wealth Management Advisor to help affluent clients define financial goals and develop tailored investment solutions. You will analyze client landscapes, communicate complex strategies, and build enduring relationships while navigating licensing timelines.

You will obtain required licenses within 120 days and may contribute to a robust, incentive‑driven compensation package tied to performance and book of business growth. This is a client‑facing role requiring fiduciary mindset.

Qualifications

• 5+ years in a role with personal accountability and managing a book of business or equivalent experience.
• 5+ years building long‑lasting relationships with affluent clients or equivalent experience.
• FINRA registrations required: Series 7, Series 63, Series 65, Series 66.
• Life and Health Insurance License (Resident State) – multiple issuers required.
• CFP – preferred; CFA Level I – preferred; CFP/CFA pathway may be supported.

Responsibilities

• Partner with affluent clients to identify financial goals, analyze financial landscapes, and develop recommendations.
• 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

Investment knowledge

Relationship building

Time management

Entrepreneurial mindset

Communication skills

Financial planning

Education

University degree preferred

Job description

TIAA is seeking a Wealth Management Advisor to help affluent clients define financial goals and develop tailored investment solutions. You will analyze client landscapes, communicate complex strategies, and build enduring relationships while navigating licensing timelines.

You will obtain required licenses within 120 days and may contribute to a robust, incentive‑driven compensation package tied to performance and book of business growth. This is a client‑facing role requiring fiduciary mindset.