Wealth Management Advisor-Philadelphia, PA

TIAA; Philadelphia (Philadelphia County); On-site; USD 60,000 - 100,000; Full time

Job summary

Join a forward-thinking company as a Wealth Management Advisor, where you will deepen client relationships and deliver tailored financial solutions. This role emphasizes the importance of understanding client needs and providing exceptional service, all while being supported by a robust array of resources. With a strong focus on ethical practices and diversity, you'll thrive in an environment that values accountability and empowerment. If you have a passion for helping clients achieve their financial dreams and possess the necessary skills and experience, this opportunity is perfect for you.

Qualifications

• 5+ years managing a book of business or equivalent experience.
• Experience building relationships with affluent clients.

Responsibilities

• Partner with affluent clients to identify financial goals and develop recommendations.
• Communicate complex financial solutions using interpersonal skills.

Skills

Client Relationship Management

Financial Planning

Investment Solutions Knowledge

Interpersonal Communication

Time Management

Education

University Degree

Job description

Wealth Management Advisor
Supported with a robust array of resources and solutions, 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. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Advisors who believe in our mission of helping our clients find confidence in retirement and who personify our values.Should the following skills reflect who you are and who you aspire to be, you will thrive as an Advisor at TIAA. •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 Or
• 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

Career Level
8IC