Wealth Management Advisor
Company: TIAA
Location: Pasadena
Posted on: March 18, 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, Pasadena , Wealth Management Advisor, Executive , Pasadena, California
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