Wealth Management Advisor
COMPANY OVERVIEW:TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.KEY RESPONSIBILITIES AND DUTIES: Wealth Management AdvisorThe Wealth Management Advisor partners with high-net worth clients to identify their financial goals, analyze their financial landscape and develop recommendations that will help them work towards well defined financial objectives. This job builds strong relationships and trust with clients, which allows the Wealth Management Advisor to provide strategic investment advice for clients as well as recommend value-added products and services.Key Responsibilities and DutiesDevelops and implements strategic and tactical plans with strong considerations to client challenges.Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.Reviews client information, including financial statements, risk investment profile and cash availability.Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs.Grows book of business through identifying value-added products and services for clients and develops additional business through referrals.Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.Confers with tax attorneys, accountants, etc. to determine legal consequences of investment decisions and resolve account problems.Qualifications5 Years Required; 7 Years PreferredUniversity (Degree), PreferredFINRA RegistrationsSRC Indicator: Series 7; Series 63; Series 65; Series 66Physical RequirementsPhysical Requirements: Sedentary WorkPreferred EducationUniversity (Degree)Preferred Licenses and CertificationsLife and Health Insurance License (Resident State) - Multiple Issuers required Career Level 8ICWe are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.Read more about the Equal Opportunity Law here.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 US 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: (800) 842-2755Email: email@example.comFor residents of California, please click here to access the TIAA CA Applicant Privacy Notice.For residents of the EU / UK, please click here to access the EU / UK Pre-employment Notice.For all other residents, click here to access the Applicant Privacy Notice.