Job summary
Job post source
This job is directly from TIAA
Job overview
The Wealth Management Advisor role at TIAA involves partnering with affluent clients to provide tailored financial solutions that support their retirement confidence and financial goals.
Responsibilities and impact
The advisor will deepen client relationships, analyze financial situations, communicate complex solutions, and grow their practice through referrals while obtaining necessary licenses within 120 days.
Compensation and benefits
The base salary ranges from $92,000 to $110,000 per year with eligibility for a variable compensation package based on sales and performance metrics, plus comprehensive benefits including retirement programs, health, wellness, and work-life offerings.
Experience and skills
Candidates must have 5+ years of experience managing a book of business and building relationships with affluent clients, with required FINRA licenses (Series 7, 63, 65, 66) and life and health insurance licenses; CFP or CFA certifications are preferred but can be sponsored by TIAA.
Career development
TIAA supports career growth through licensing sponsorships and performance-based compensation, encouraging continuous learning and accountability.
Work environment and culture
TIAA values ethics, diversity, empowerment, accountability, and collaboration, fostering a supportive environment focused on client and associate well-being.
Company information
TIAA is a century-old market-leading retirement company known for ethical practices and diversity, originally founded to help educators retire with dignity and now serving millions with asset management and retirement solutions.
Job location and travel
The position is based in Coral Gables, FL, with no specific mention of remote work or travel requirements.
Unique job features
The role offers an entrepreneurial mindset environment with a focus on client-centered financial planning and the opportunity to work for a highly ethical and diversity-recognized company.
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
Tailor your resume to emphasize your experience managing affluent client relationships and your ability to develop personalized financial solutions, reflecting TIAA's focus on deep client understanding and trust-building.
Highlight your entrepreneurial mindset, time management skills, and proficiency with investment solutions and financial planning tools, as these are key to thriving in the Wealth Management Advisor role at TIAA.
Apply through multiple platforms including TIAA's corporate career site and LinkedIn to maximize your application’s visibility and ensure it reaches the right recruiters.
Leverage LinkedIn to connect with current Wealth Management Advisors or team members at TIAA's Coral Gables division, using ice breakers such as commenting on TIAA’s commitment to ethical practices or asking about their approach to client relationship management.
Optimize your resume for ATS by incorporating keywords from the job description such as 'affluent clients,' 'financial solutions,' 'investment knowledge,' 'CFP or CFA certification,' and 'client relationship management' to increase your chances of passing automated screenings.
Utilize Jennie Johnson's Power Apply feature to automate applying across multiple channels, tailor your resume to this specific role, and identify relevant LinkedIn contacts for networking, allowing you to focus more on preparing for interviews and refining your financial advisory skills.
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