Wealth Advisor

TIAA • San Diego, CA

1d

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. Key Responsibilities and Duties 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. Educational Requirements University (Degree) Preferred Work Experience 3+ Years Required; 5+ Years Preferred FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66 Physical Requirements Physical Requirements: Sedentary Work Career Level 7IC Required: 3+ years financial services experience Series 7, 63 and 65 (or 66) completed within 120 days of start date Preferred: 5+ years financial services experience Series 7, 63 and 65 (or 66) completed Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management

Requirements

• 3+ years financial services experience
• Series 7, 63 and 65 (or 66) completed within 120 days of start date
• Business Development
• Client Relationship Management
• Collaboration
• Consultative Communication
• Continuous Improvement Mindset
• Practice Management Strategy
• Prioritizes Effectively
• Retirement Planning Selling
• Sales
• TIAA Products/Services Acumen
• Wealth Due Diligence
• Wealth Management

Nice To Haves

• 5+ years financial services experience
• Series 7, 63 and 65 (or 66) completed

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees