Wealth Management Advisor - Las Vegas, NV

TIAA • Las Vegas, NV

5d • $100,006 - $110,002 • Hybrid

About The Position

The Wealth Management Advisor develops a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. The role serves as clients’ primary financial contact, helps them navigate complex financial situations and retirement, and provides tailored strategies while acting as a fiduciary and in clients’ best interests. The advisor grows the practice by expanding client relationships and engaging the company’s full wealth management capabilities, collaborating with internal specialists, and anticipating client needs. This is a sales role with base pay and variable compensation tied to the book of business, sales performance, and key performance metrics. Practice growth may provide opportunities for promotion and additional compensation enhancements.

Requirements

• At least 5 years of experience managing a book of business and building long-lasting relationships with affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Exceptional people skills, including engaging authentically, building trust, and acting in clients’ best interests.
• A solutions-oriented mindset and drive to make a meaningful difference in clients’ financial lives.
• Ability to thrive with both autonomy and accountability.
• FINRA Series 7 and Series 63 licenses, plus Series 65 or Series 66.
• Life and Health Insurance License; all licenses must be obtained within 120 days of the start date.

Nice To Haves

• Life and Health Insurance License (Resident State), with Multiple Issuers required.
• Certified Financial Planner (CFP) designation or Chartered Financial Analyst (CFA) Level I. TIAA will cover the cost of obtaining one of these designations and increase base salary upon successful completion if the candidate does not currently hold either.

Responsibilities

• Understand clients’ goals and deliver tailored financial strategies as a fiduciary, acting in their best interests.
• Serve as the primary financial contact for clients, navigating complex situations and guiding them through and into retirement.
• Grow the practice by expanding existing relationships and engaging TIAA’s full wealth management capabilities.
• Collaborate with internal specialists to provide comprehensive recommendations and anticipate client needs.
• Use a thoughtful, creative, and entrepreneurial approach to practice growth centered on clients’ best interests.

Benefits

• Top-tier retirement plan and superior retirement program.
• Tuition reimbursement.
• Hybrid-flex work arrangements.
• Professional development resources and learning experiences.
• Competitive health, wellness, and work-life offerings.
• Variable compensation tied to book of business, sales performance, and key performance metrics, with material upside potential.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed