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Wealth Management Advisor
TIAAWealth Management Advisor supporting affluent clients in identifying financial goals and implementing solutions. Position requires strong relationship-building skills and providing complex financial insights.
Posted 6/30/2026full-timeSt. Louis • Montana • 🇺🇸 United StatesMid-LevelSenior💰 $48 - $53 per hourWebsite
About the role
Key responsibilities & impact- Partner with affluent clients to identify their financial goals, analyze their financial landscape, and develop recommendations
- Communicate complex financial solutions to clients, utilizing interpersonal communication and relationship-building skills
- Build meaningful and long-lasting relationships, developing and implementing appropriate financial solutions
- All licenses must be obtained within 120 days from start date
Requirements
What you’ll need- 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
- FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
- Life and Health Insurance License (Resident State) - Multiple Issuers required
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred
- Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute preferred
Benefits
Comp & perks- Competitive variable compensation package (paid on external sales, book of business, and balanced performance metrics) with material upside potential
- Comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones
- 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.
Hard Skills & Tools
Financial AnalysisInvestment StrategiesRisk ManagementPortfolio ManagementWealth Management
Soft Skills
Interpersonal CommunicationRelationship BuildingProblem SolvingClient Engagement
Certifications
Series 7Series 63Series 65Series 66Chartered Financial Analyst - Level I