Wealth Management Advisor - Minneapolis, MN

TIAA; Minneapolis (MN); Presencial; USD 90.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid-flex work arrangements

Top-tier retirement plan

Tuition reimbursement

Professional development resources

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Book of business

Investment knowledge

People skills

Solutions mindset

Autonomy

Accountability

FINRA 7/63/65/66

Life & Health License

Descripción del empleo

Rooted in Mission. Powered by Your Practice.

Responsibilities

• 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

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 and 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.

Posting End Date

2026-09-30

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.