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Wealth Advisor
TIAAWealth Advisor assisting clients to meet financial goals through tailored investment strategies. Requires strong financial services experience and relevant certifications.
Posted 6/25/2026full-timeHackensack • New Jersey, New York, North Carolina, Washington • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $95,000 per yearWebsite
About the role
Key responsibilities & impact- Manages time and resources efficiently
- Develops and implements strategic and tactical plans
- Tailors investment strategies for clients
- Performs investment research and stays informed of developments
Requirements
What you’ll need- 3+ years financial services experience
- Series 7, 63 and 65 (or 66) completed
- 5+ years financial services experience preferred
Benefits
Comp & perks- superior retirement program
- highly competitive health, wellness and work life offerings
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
time managementresource managementstrategic planningtactical planninginvestment strategy developmentinvestment research
Certifications
Series 7Series 63Series 65Series 66