Wealth Management Advisor - Overland Park, KS

TIAA; Overland Park (KS); On-site; USD 90,000 - 140,000; Full time

Job summary

TIAA is seeking a Wealth Management Advisor in Overland Park, KS to build and maintain relationships with affluent clients, analyze financial landscapes, and recommend tailored retirement and investment solutions.

You will obtain required licenses within 120 days, collaborate with specialists, and grow a book of business through referrals. A university degree and 5+ years of related experience are preferred.

Qualifications

• 5+ years in a role with personal accountability and managing a book of business or equivalent experience (required).
• 5+ years building long‑lasting relationships with affluent clients or equivalent experience (required).
• University degree preferred.

Responsibilities

• Partner with affluent clients to identify financial goals, analyze financial landscapes, and develop recommendations that help them achieve well-defined objectives.
• 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

Relationship-building

Financial planning

Communication

Sales

Ethical conduct

Education

University degree preferred

Tools

FINRA Series 7/63/65/66

Life and Health Insurance License

CFP (preferred)

CFA Level I (preferred)

Job description

Wealth Management Advisor

At TIAA, Wealth Management Advisors help clients achieve confidence in retirement by building deep relationships and growing their practice through referrals. We are recognized for ethical conduct and diversity excellence, and we hire and develop Advisors who share our mission and values.

We look for Advisors who:

• Are deeply curious and can uncover clients’ needs.
• Bring people together to leverage collective skills and achieve common goals.
• Manage time and resources efficiently and bring value to clients.
• Maintain an entrepreneurial mindset to grow the business.
• Have strong knowledge of investment solutions and planning expertise.
• Thrive in environments of empowerment, accountability, and continuous learning.

Key Responsibilities and Duties

• Partner with affluent clients to identify financial goals, analyze financial landscapes, and develop recommendations that help them achieve well‑defined objectives.
• 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.

Educational Requirements

• University degree preferred.

Work Experience

• 5+ years in a role with personal accountability and managing a book of business or equivalent experience (required).
• 5+ years building long‑lasting relationships with affluent clients or equivalent experience (required).

FINRA Registrations

• Series 7, Series 63, Series 65, Series 66.

Licenses and Certifications

• Life and Health Insurance License (Resident State) – multiple issuers required.
• Certified Financial Planner (CFP) – preferred.
• Chartered Financial Analyst Level I – preferred.
• If you do not have CFP or CFA, TIAA will cover the cost of obtaining a certification and may increase your base salary upon successful completion.

Physical Requirements

• Sedentary work.

Career Level

8IC

Compensation

Advisors are eligible for a competitive variable compensation package based on external sales, book of business, and balanced performance metrics, with material upside potential. Base salary may vary based on experience and business sector. In addition to base salary, compensation may include incentive programs linked to performance.

Benefits and Total Rewards

The organization offers a comprehensive total rewards package, including a superior retirement program and a suite of competitive health, wellness, and work‑life benefits.

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.

Accessibility Support

TIAA offers support for those who need assistance with the online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application, please contact our accessibility support team at the phone number or email listed in the application portal.

Drug and Smoking Policy

We maintain a drug‑free and smoke‑free workplace.

Privacy Notices

For applicants of TIAA and Nuveen, please review the applicable privacy notices for your region, which are provided in the application portal.