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 appropriate financial solutions.

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

Comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.
Superior retirement program
Highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

Wealth Management Advisor

Key skills