Wealth Management Advisor

TIAA

Wealth Management Advisor partnering with affluent clients to identify financial goals and develop personalized solutions. Utilize expertise in financial planning and investment solutions to navigate clients' wealth management needs.

Posted 7/1/2026full-timeSan Antonio • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact

partners with affluent clients to identify their financial goals
analyze their financial landscape
develop recommendations that help them work towards well defined financial objectives
Communicates complex financial solutions to clients
Builds meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions

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
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

Benefits

Comp & perks

superior retirement program
highly competitive health
wellness and work life offerings

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial AnalysisFinancial RecommendationsGoal SettingInvestment StrategiesRisk Assessment

Soft Skills

CommunicationInterpersonal SkillsRelationship BuildingProblem Solving

Certifications

Life and Health Insurance LicenseCertified Financial Planner (CFP)Chartered Financial Analyst - Level I