Wealth Management Advisor
| Company | TIAA |
|---|---|
| Location | Villanova, PA, USA, Philadelphia, PA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- Deeply curious with a demonstrated ability to uncover the needs of the client.
- Giving and receiving constructive feedback are hallmarks of your character.
- Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
- Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
- Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
- Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client’s unique scenario, and unwavering work ethic.
- Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance.
Responsibilities
- 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.
- All licenses must be obtained within 120 days from start date.
Preferred Qualifications
- University (Degree) Preferred
- 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
- 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