TIAA · 7 hours ago
Wealth Management Advisor- Chapel Hill, NC
Durham, NC
Full-time
Onsite
Senior Level
5+ years expTIAA is a market-leading retirement company dedicated to helping clients secure their financial futures. The Wealth Management Advisor will partner with affluent clients to identify their financial goals, analyze their financial landscape, and develop tailored recommendations to achieve those objectives.
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
Deeply curious with a demonstrated ability to uncover the needs of the client
Giving and receiving constructive feedback are hallmarks of your character
Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star
Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients
Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth
Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client's unique scenario, and unwavering work ethic
Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance
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
University (Degree) Preferred
Preferred
Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards
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
Benefits
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