Wealth Management Advisor - San Francisco, CA

TIAA; San Francisco (CA); On-site; USD 66,235 - 72,847; Full time

Job summary

TIAA is seeking a Wealth Management Advisor in San Francisco to partner with affluent clients, analyze financial landscapes, and develop tailored recommendations toward well-defined financial goals.

The role requires strong relationship-building and the ability to communicate complex financial solutions. Candidates should have 5+ years of client relationship experience and hold or be willing to obtain necessary licenses within 120 days of start date.

Qualifications

• 5+ years in a role with personal accountability and managing a book of business or equivalent experience.
• 5+ years building long-lasting relationships with affluent clients or equivalent experience.
• Licenses and Certifications required within 120 days from start date.

Responsibilities

• Partners with affluent clients to identify financial goals, analyze their financial landscape and develop recommendations toward 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 financially appropriate solutions.
• All licenses must be obtained within 120 days from start date.

Skills

Relationship Management

Consultative Communication

Client Relationship Management

Sales

Collaboration

Practice Management Strategy

Retirement Planning Selling

Education

Life and Health Insurance License (Resident State) - Multiple Issuers required

Certified Financial Planner (CFP)

Chartered Financial Analyst - CFA/Level I

Job description

Wealth Management Advisor

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 financially appropriate 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

• Sedentary Work

Career Level

8IC

Related Skills: Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management

Compensation

Base Pay Range: $48.08/hr - $52.88/hr

Advisors are eligible to participate in a competitive variable compensation package (paid on external sales, book of business, and balanced performance metrics) with material upside potential.

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.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

Phone: [phone]

Email: [e-mail]

Anticipated Posting End Date: 2026-08-31