Wealth Advisor
TIAA•San Diego, CA
•$80,000 - $95,000•Onsite
About The Position
Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client referrals.
Requirements
- 3+ Years Required
- Series 7, 63 and 65 (or 66) completed within 120 days of start date
- 3+ years financial services experience
- Series 7; Series 63; Series 65; Series 66
Nice To Haves
- 5+ Years Preferred
- 5+ years financial services experience
Responsibilities
- Manages time and resources efficiently and effectively
- Develops 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.
- Working in a team environment, grows book of business through identifying value-add 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.
- Works in a team environment to maintain a book of business and meet or exceed annual sales targets.
Benefits
- superior retirement program
- highly competitive health, wellness and work life offerings
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
