Wealth Management Advisor — Hybrid, Client Growth Champion

TIAA; Minneapolis (MN); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Hybrid-flex work arrangements

Top-tier retirement plan

Tuition reimbursement

Professional development resources

Job summary

TIAA in Minneapolis, MN seeks an experienced Financial Advisor to partner with affluent clients, deliver tailored strategies, and act as a fiduciary. You will manage a book of business, grow the practice, and collaborate with internal specialists to provide comprehensive recommendations.

The role requires FINRA licenses (7, 63; 65/66) and Life & Health licenses within 120 days, with opportunity for base salary plus variable compensation and strong benefits.

Qualifications

• 5+ years of experience managing a book of business with affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Exceptional people skills to engage clients with authenticity and trust.
• Solutions-oriented mindset with impact on clients' financial lives.
• Thrives with autonomy and accountability.
• FINRA Series 7 and Series 63; Series 65 or 66.
• Life and Health Insurance License required within 120 days of start.

Responsibilities

• Partner with clients to understand goals and deliver tailored financial strategies.
• Serve as the primary financial contact, guiding clients into retirement.
• Grow the practice by expanding relationships and leveraging TIAA capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations.
• Bring an entrepreneurial approach to practice growth centered on clients' best interests.

Skills

Book of business

Investment knowledge

People skills

Solutions mindset

Autonomy

Accountability

FINRA 7/63/65/66

Life & Health License

Job description

TIAA in Minneapolis, MN seeks an experienced Financial Advisor to partner with affluent clients, deliver tailored strategies, and act as a fiduciary. You will manage a book of business, grow the practice, and collaborate with internal specialists to provide comprehensive recommendations.

The role requires FINRA licenses (7, 63; 65/66) and Life & Health licenses within 120 days, with opportunity for base salary plus variable compensation and strong benefits.