Wealth Management Advisor

Wealth Management Advisor We are seeking an experienced Wealth Management Advisor to partner with affluent clients, deepen relationships, and grow practices through referrals. Key Responsibilities Partner with affluent clients to identify financial goals, analyze their financial landscape, and develop recommendations that help them achieve well‑defined objectives. Communicate complex financial solutions with strong interpersonal and relationship‑building skills. Build meaningful, long‑lasting relationships and implement appropriate financial solutions. Obtain all required licenses within 120 days of the start date. Qualifications and Licenses University degree (preferred). Minimum 5 years of experience managing a book of business or building long‑lasting relationships with affluent clients. FINRA Series 7, Series 63, Series 65, or Series 66 registration. Life and Health Insurance License in the resident state. Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) LevelI (preferred). Will support tuition for CFP or CFA certification with a base salary increase upon completion. Physical ability to perform sedentary office work. Desired Skills Business Development & Client Relationship Management Collaboration & Consultative Communication Continuous Improvement Mindset & Practice Management Strategy Prioritization & Retirement Planning Sales & TIAA Product acumen Wealth Due Diligence & Wealth Management Compensation and Benefits Base Salary: $100,000/yr – $110,000/yr (may vary by experience, role, and location) Additional compensation may include incentive programs tied to performance. Benefits: Comprehensive retirement program, competitive health, wellness, and work‑life offerings. Posting End Date: 2026‑08‑31 Equal Opportunity Statement 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. #J-18808-Ljbffr