Wealth Management Advisor

Company: TIAA
Location: San Diego
Posted on: March 20, 2023

Job Description:

Wealth Management AdvisorThe Wealth Management Advisor partners with high-net worth clients to identify their financial goals, analyze their financial landscape and develop recommendations that will help them work towards well defined financial objectives. This job builds strong relationships and trust with clients, which allows the Wealth Management Advisor to provide strategic investment advice for clients as well as recommend value-added products and services.Key Responsibilities and Duties

• 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.
  
• Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs.
  
• Grows book of business through identifying value-added 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.
  
• Confers with tax attorneys, accountants, etc. to determine legal consequences of investment decisions and resolve account problems.
  
• The WMA is expected to build and maintain a book of business and maintain annual sales targets.Educational Requirements
  • University (Degree) PreferredWork Experience
    • 5+ Years Required; 7+ Years PreferredFINRA Registrations
      • SRC Indicator: Series 7; Series 63; Series 65; Series 66Licenses and Certifications
        • Life and Health Insurance License (Resident State) - Multiple Issuers required Physical Requirements
          • Physical Requirements: Sedentary WorkCareer Level 8ICBase Pay Range: $92,000/yr. - $110,000/yr.Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans)._____________________________________________________________________________________________________Company OverviewTIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our .Equal Opportunity We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.Read more about the Equal Opportunity Law .Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:Phone: (800) 842-2755Email: Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click .For Applicants of TIAA, Nuveen and Affiliates residing in California, please click .For Applicants of Nuveen residing in Europe and APAC, please click .For Applicants of Greenwood residing in Brazil (English), click .For Applicants of Greenwood residing in Brazil (Portuguese), click .For Applicants of Westchester residing in Brazil (English), click .For Applicants of Westchester residing in Brazil (Portuguese), click .

Keywords: TIAA, San Diego , Wealth Management Advisor, Executive , San Diego, California