Wealth Management Advisor - Pasadena, CA

TIAA; Pasadena (CA); On-site; USD 100,000 - 110,000; Full time

Job summary

TIAA in Pasadena, CA is seeking a Wealth Management Advisor to deepen relationships with an established client base and organically grow the practice by delivering tailored financial solutions that meet each client’s dreams. You will partner with affluent clients, analyze their financial landscape, and present recommendations.

The role requires strong investment knowledge, excellent communication, a track record of relationship-building, and obtaining all required licenses within 120 days of

Qualifications

• University degree preferred.
• Series 7/63/65/66 FINRA registrations required.
• Life and Health Insurance License (Resident State) required.
• CFP or CFA preferred; company may sponsor.

Responsibilities

• Partners with affluent clients to identify goals, analyze landscape, and develop recommendations.
• Communicates complex financial solutions and builds trustful relationships.
• Develops and implements tailored financial solutions for clients.
• All required licenses must be obtained within 120 days from start date.

Skills

Client discovery

Feedback

Collaboration

Time management

Entrepreneurial mindset

Investment knowledge

Ownership

Education

University degree preferred

Job description

Wealth Management Advisor

Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.

Desired Skills

• Deeply curious with a demonstrated ability to uncover the needs of the client.
• Giving and receiving constructive feedback are hallmarks of your character.
• Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
• Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
• Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
• Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client’s unique scenario, and unwavering work ethic.
• Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance.

Key Responsibilities and Duties

• The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
• Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
• Builds meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions.
• All licenses must be obtained within 120 days from 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

• SRC Indicator: 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) - Certified Financial Planner Board of Standards preferred
• Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Compensation

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.