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TIAA · 7 hours ago

Wealth Management Advisor - Seattle, WA

Seattle, WA

Full-time

Onsite

Senior Level

5+ years exp

TIAA is a market-leading retirement company with a mission to help clients find confidence in retirement. The Wealth Management Advisor role involves deepening relationships with affluent clients, identifying their financial goals, and providing tailored financial solutions.

FinanceFinancial ServicesLife Insurance

Comp. & Benefits

Responsibilities

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

Qualification

Client Relationship ManagementWealth ManagementFinancial PlanningBusiness DevelopmentConsultative CommunicationSalesContinuous Improvement MindsetPractice Management StrategyRetirement Planning SellingTIAA Products/Services AcumenWealth Due DiligenceCollaboration

Required

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

All licenses must be obtained within 120 days from start date

Life and Health Insurance License (Resident State) - Multiple Issuers required

SRC Indicator: Series 7; Series 63; Series 65; Series 66

Preferred

University (Degree) Preferred

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