TIAA · 2 months ago
Wealth Management Advisor - San Francisco, CA
San Francisco, CA, USA
Full-time
Hybrid
Senior Level
$100K/yr - $110K/yr
5+ years expTIAA is a market-leading retirement company dedicated to helping clients achieve financial security. The Wealth Management Advisor role involves partnering with affluent clients to identify their financial goals and develop tailored financial solutions while building long-lasting relationships.
FinanceFinancial ServicesLife Insurance
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
Required
5+ years in a role with personal accountability and managing a book of business or equivalent experience
5+ years building long-lasting relationships with affluent clients or equivalent experience
All licenses must be obtained within 120 days from start date
Life and Health Insurance License (Resident State) - Multiple Issuers required
Preferred
University (Degree)
Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards
Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute
Benefits
Comprehensive Total Rewards package
Superior retirement program
Highly competitive health, wellness and work life offerings
Company
TIAA
TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Roger Ferguson
Former President and CEO
Thasunda Duckett
President & CEO
Recent News
Company data provided by crunchbase