Wealth Management Advisor (Mt. Laurel, NJ)
About The Position
The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial circumstances, and develop recommendations to help them pursue well-defined financial objectives. Advisors deepen relationships with an established client base and grow their practices organically through referrals, delivering financial solutions that support clients’ retirement and broader financial goals. The role involves communicating complex financial solutions, building lasting client relationships, and developing and implementing appropriate financial solutions. All required licenses must be obtained within 120 days of the start date. TIAA seeks advisors who are curious and able to uncover client needs; give and receive constructive feedback; collaborate to achieve shared goals; manage time and resources effectively; pursue growth with an entrepreneurial mindset; apply investment and planning knowledge to recommend solutions tailored to each client; and learn from mistakes while working in an empowered, accountable environment. The position is based in a collaborative in-office environment. TIAA describes its culture as focused on client service, integrity, collaboration, learning, and development. The company offers a comprehensive Total Rewards package, including a retirement program and health, wellness, and work-life offerings. Advisors may participate in variable compensation based on external sales, book of business, and balanced performance metrics. If an advisor does not hold the CFP or CFA certification, TIAA will cover the cost of obtaining one and increase base salary upon successful completion.
Requirements
- At least 5 years in a role with personal accountability and management of a book of business, or equivalent experience.
- At least 5 years building long-lasting relationships with affluent clients, or equivalent experience.
- Required FINRA registrations: Series 7 and Series 63, plus Series 65 or Series 66 as indicated in the posting.
- Resident-state Life and Health Insurance License; multiple issuers required.
- Ability to obtain all required licenses within 120 days of the start date.
Nice To Haves
- University degree preferred.
- Certified Financial Planner (CFP) certification preferred.
- Alternatively, CFA Level I preferred.
- If the candidate does not have a CFP or CFA certification, TIAA will cover the cost of obtaining one and increase base salary upon successful completion.
Responsibilities
- Partner with affluent clients to identify financial goals and analyze their financial landscape.
- Develop recommendations to help clients work toward well-defined financial objectives.
- Communicate complex financial solutions using interpersonal communication and relationship-building skills.
- Build meaningful, long-lasting client relationships.
- Develop and implement appropriate financial solutions.
- Deepen relationships with an established client base and grow the practice organically through referrals.
- Obtain all required licenses within 120 days of the start date.
Benefits
- Comprehensive Total Rewards package.
- Superior retirement program.
- Health, wellness, and work-life offerings.
- Variable compensation based on external sales, book of business, and balanced performance metrics, with material upside potential.
- TIAA will cover the cost of obtaining a CFP or CFA certification and increase base salary upon successful completion if the advisor does not already hold one.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
