Wealth Management Advisor - St Louis, MO

Nuveen; Missouri; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Hybrid work arrangements

Top-tier retirement plan

Tuition reimbursement

Professional development resources

Job summary

TIAA in St. Louis, MO seeks a Wealth Management Advisor to build and deepen relationships with high-net-worth clients. You will act fiduciary, tailor financial strategies, and guide clients into retirement while collaborating with internal specialists.

You will drive growth by expanding existing relationships and delivering comprehensive wealth solutions, supported by TIAA's extensive products and services, with hybrid-flex work options.

Qualifications

• 5+ years of experience managing a book of business with affluent clients.
• Deep knowledge of investment solutions and financial planning.
• FINRA Series 7 and 63; Series 65 or 66; Life and Health Insurance License to be obtained within 120 days of start.

Responsibilities

• Partner with clients to understand goals and deliver tailored financial strategies as a fiduciary.
• Serve as the primary financial contact, guiding clients through retirement.
• Grow practice by expanding relationships and leveraging wealth management capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations and client needs.

Skills

Client relationship management

Financial planning

Sales

Fiduciary duty

Communication

Tools

FINRA Series 7

FINRA Series 63

FINRA Series 65/66

Life & Health Insurance License

Job description

## Wealth Management Advisor - St Louis, MOApplylocations: St Louis, MO , USAposted on: Posted 8 Days Agotime left to apply: End Date: September 30, 2026 (30+ days left to apply)job requisition id: R260700409**Rooted in Mission. Powered by Your Practice.**As a **Wealth Management Advisor**, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:* 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**The Experience You Bring****Required:*** 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:*** 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**Rewarding the Practice You Build**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.Related SkillsBusiness 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**Anticipated Posting End Date:**2026-09-30\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_**Company Overview**Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But we're not just another legacy financial services firm. We're fighting harder than ever before for our clients and the many Americans who need us.**Our Culture of Impact**At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.**Benefits and Total Rewards**The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.**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.**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.If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:Phone: [phone]Email: [e-mail]**Drug and Smoking Policy**TIAA maintains a drug-free and smoke/free workplace.**Privacy Notices**For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.For Applicants of TIAA Global Capabilities, click here.For Applicants of Nuveen residing in Europe and APAC, please click here.### About UsTIAA started out over 100 years ago to help ensure teachers could retire with dignity. Today, many people who work at not-for-profits rely on our wide range of financial products and services to support and strengthen their financial well-being.