TIAA
Wealth Management Advisor - San Francisco, CA
TIAA, San Francisco, California, United States, 94199
Overview
Wealth Management Advisor – San Francisco, CA at TIAA. Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Advisors who believe in our mission of helping our clients find confidence in retirement and who personify our values. Should the following skills reflect who you are and who you aspire to be, you will thrive as an Advisor at TIAA. Key Responsibilities and Duties
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 appropriate financial solutions. All licenses must be obtained within 120 days from start date. Educational Requirements
University (Degree) Preferred Work Experience
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 FINRA Registrations
SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications
Life and Health Insurance License (Resident State) - Multiple Issuers required Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or 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 Physical Requirements
Sedentary Work Career Level
8IC Anticipated Posting End Date
2025-10-31 Compensation
Base Pay Range: $100,000/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 compensation package may include participation in incentive programs depending on the role. Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. 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 contact our Accessibility Support Team at the options below. Phone: (800) 842-2755 Email: accessibility.support@tiaa.org
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Wealth Management Advisor – San Francisco, CA at TIAA. Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Advisors who believe in our mission of helping our clients find confidence in retirement and who personify our values. Should the following skills reflect who you are and who you aspire to be, you will thrive as an Advisor at TIAA. Key Responsibilities and Duties
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 appropriate financial solutions. All licenses must be obtained within 120 days from start date. Educational Requirements
University (Degree) Preferred Work Experience
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 FINRA Registrations
SRC Indicator: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications
Life and Health Insurance License (Resident State) - Multiple Issuers required Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred Or 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 Physical Requirements
Sedentary Work Career Level
8IC Anticipated Posting End Date
2025-10-31 Compensation
Base Pay Range: $100,000/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 compensation package may include participation in incentive programs depending on the role. Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. 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 contact our Accessibility Support Team at the options below. Phone: (800) 842-2755 Email: accessibility.support@tiaa.org
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