Wealth Management Advisor (Waltham, MA)

TIAA • Waltham, MA

106d • $48 - $52

About The Position

Wealth Management Advisor (T) at TIAA is a role that focuses on deepening relationships with an established base of clients and growing the practice through referrals. Advisors are supported with a robust array of resources and solutions to deliver financial solutions that help clients achieve their dreams. TIAA is recognized for its ethical practices and commitment to diversity, hiring Advisors who align with their mission of helping clients find confidence in retirement. The ideal candidate is deeply curious, values constructive feedback, and is motivated by finding solutions. They should have a strong knowledge of investment solutions and a commitment to client service.

Requirements

• University degree preferred.
• 5+ years in a role with personal accountability and managing a book of business or equivalent experience.
• 5+ years building long-lasting relationships with affluent clients or equivalent experience.
• FINRA Registrations: Series 7, Series 63, Series 65, Series 66.
• Life and Health Insurance License (Resident State) - Multiple Issuers required.

Nice To Haves

• Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred.
• Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute preferred.

Responsibilities

• Partner with affluent clients to identify their financial goals and analyze their financial landscape.
• Develop recommendations that help clients work towards well-defined financial objectives.
• Communicate complex financial solutions to clients using interpersonal communication and relationship-building skills.
• Build meaningful and long-lasting relationships with clients.
• Develop and implement appropriate financial solutions.

Benefits

• Comprehensive Total Rewards package.
• Superior retirement program.
• Highly competitive health, wellness, and work-life offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Insurance Carriers and Related Activities
• Education Level: Bachelor's degree