Job summary
Job post source
This job is directly from TIAA
Job overview
The Wealth Management Advisor at TIAA partners with affluent clients to develop financial plans that help them achieve their financial goals, playing a key role in client relationship management and financial solution delivery.
Responsibilities and impact
The advisor identifies client financial goals, analyzes their financial situation, communicates complex financial solutions, builds long-term relationships, and obtains necessary licenses within 120 days of starting.
Compensation and benefits
The base salary ranges from $92,000 to $110,000 per year, with eligibility for a competitive variable compensation package based on sales and performance metrics, plus a comprehensive benefits package including retirement, health, and wellness programs.
Experience and skills
Candidates must have 5+ years managing a book of business and building relationships with affluent clients, hold FINRA Series 7, 63, 65, or 66 registrations, and possess or be willing to obtain life and health insurance licenses; CFP or CFA certification is preferred but not required as TIAA supports obtaining these.
Career development
TIAA supports professional growth by covering costs for CFP or CFA certifications and offers opportunities to increase base salary upon certification completion.
Work environment and culture
TIAA values ethics, diversity, empowerment, accountability, and continuous learning in a supportive environment focused on client confidence and retirement security.
Company information
TIAA is a century-old market-leading retirement company originally founded to help educators retire with dignity, now serving millions with asset management and financial services.
Unique job features
The role offers unique support for certification attainment and a compensation structure with significant upside potential tied to performance.
Company overview
TIAA (Teachers Insurance and Annuity Association of America) is a leading financial services organization that provides retirement, investment, and insurance solutions primarily for those in academic, research, medical, cultural, and governmental fields. The company generates revenue through asset management, advisory services, and insurance premiums. Founded in 1918 by Andrew Carnegie, TIAA has a rich history of supporting educators and non-profit workers, evolving over the years to offer a wide range of financial products and services.
How to land this job
Position your resume to highlight your experience managing affluent clients and building long-lasting relationships, emphasizing your personal accountability and book of business management.
Focus on showcasing your knowledge of investment solutions, financial planning skills, and ability to communicate complex financial concepts clearly to clients.
Apply through multiple channels including TIAA's corporate careers site and LinkedIn to maximize your visibility and chances of being noticed.
Connect with current Wealth Management Advisors or team members at TIAA on LinkedIn, using ice breakers like commenting on TIAA's commitment to ethical practices or their diversity recognition to start conversations.
Optimize your resume for ATS by incorporating keywords from the job description such as 'wealth management,' 'client relationship management,' 'financial planning,' 'Series 7,' 'Series 63,' and 'CFP' to ensure it passes automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, identify multiple application portals, and find relevant LinkedIn contacts, freeing up your time to prepare for interviews and network effectively.
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