Wealth Management Advisor-Morgantown, WV

TIAA • Morgantown, WV

3d • Onsite

About The Position

Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Advisors who believe in our mission of helping our clients find confidence in retirement and who personify our values. The Wealth Management Advisor 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 financial appropriate financial solutions. All licenses must be obtained within 120 days from start date.

Requirements

• 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
• 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 ; 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

Responsibilities

• Identify financial goals of affluent clients.
• Analyze clients' financial landscape.
• Develop recommendations to help clients achieve financial objectives.
• Communicate complex financial solutions to clients.
• Utilize interpersonal communication and relationship building skills.
• Build meaningful and long-lasting relationships.
• Develop and implement appropriate financial solutions.

Benefits

• Competitive variable compensation package (paid on external sales, book of business, and balanced performance metrics) with material upside potential.
• Superior retirement program
• Highly competitive health, wellness and work life offerings

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree