Wealth Management Advisor - Las Vegas, NV

TIAA; Las Vegas (NV); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Hybrid work arrangements

Tuition reimbursement

Industry-leading benefits

Job summary

TIAA is seeking a Wealth Management Advisor to build a high-quality practice by managing an established book of high-net-worth clients and delivering tailored financial strategies. You’ll act as a fiduciary, guide clients through retirement, and grow the practice by expanding relationships with internal specialists.

Required qualifications include FINRA licenses, securities and insurance credentials, and a proven ability to engage clients with authenticity.

Qualifications

• 5+ years of experience managing a book of business and building long-lasting relationships with affluent clients
• Deep knowledge of investment solutions and financial planning
• Exceptional people skills—engage clients with authenticity and trust
• Solutions-oriented mindset with the drive to make a meaningful difference in clients’ financial lives
• Thrives with both autonomy and accountability
• FINRA Series 7 and Series 63; Series 65 or 66
• Life and Health Insurance License — all licenses must be obtained within 120 days of start date

Responsibilities

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

Skills

Relationship management

Investment knowledge

Financial planning

Client engagement

Autonomy & accountability

Fiduciary duty

Communication skills

Education

FINRA Series 7 & 63; Series 65 or 66

Life & Health Insurance License

Certified Financial Planner (CFP)

Chartered Financial Analyst (CFA) Level I

Job description

Rooted in Mission. Powered by Your Practice.

As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:

• Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests
• Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement
• Proactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilities
• Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs
• Bring a thoughtful, creative, and entrepreneurial approach to practice growth — always centered on what's best for your clients

The Experience You Bring

Required Qualifications

• 5+ years of experience managing a book of business and building long-lasting relationships with affluent clients
• Deep knowledge of investment solutions and financial planning
• Exceptional people skills - engage clients with authenticity, build trust naturally, and always act in their best interests
• Solutions-oriented mindset with the drive to make a meaningful difference in clients’ financial lives
• Thrives with both autonomy and accountability
• FINRA Series 7 and Series 63; Series 65 or 66
• Life and Health Insurance License — all licenses must be obtained within 120 days of start date

Preferred Qualifications

• Life and Health Insurance License (Resident State) Multiple Issuers required
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base salary upon successful completion

Compensation & Benefits

This is a sales role — in addition to base salary, you are eligible for a competitive variable compensation package tied to your book of business, sales performance, and key performance metrics. Your total compensation extends well beyond base salary and grows as your practice grows. As you continue to build and expand your practice, you'll have the opportunity for promotion that can unlock additional compensation enhancements along the way.

TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources — because taking care of our people is just as important as taking care of our clients.

Base Pay Range: $100,000/yr - $110,000/yr.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Drug and Smoking Policy

TIAA maintains a drug-free and smoke-free workplace.

Privacy Notices

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