Wealth Advisor

TIAA

Wealth Advisor collaborating with clients to identify financial goals and develop customized investment strategies. Managing a book of business and providing financial guidance in multiple locations across the US.

Posted 7/2/2026full-timePasadena • Arizona, California, Oregon • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $95,000 per yearWebsite

About the role

Key responsibilities & impact

Manages time and resources efficiently and effectively
Develops and implements strategic and tactical plans with strong considerations to client challenges.
Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
Reviews client information, including financial statements, risk investment profile and cash availability.
Working in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals.
Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.
Works in a team environment to maintain a book of business and meet or exceed annual sales targets.

Requirements

What you’ll need

University (Degree) Preferred
3+ Years Required; 5+ Years Preferred
Series 7, 63 and 65 (or 66) completed within 120 days of start date
Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management

Benefits

Comp & perks

Superior retirement program
Highly competitive health, wellness and work life offerings
Professional development opportunities

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Investment Strategy DevelopmentFinancial PlanningRisk Investment Profile AnalysisSales Target AchievementTIAA Products/Services Acumen

Soft Skills

Consultative CommunicationCollaborationContinuous Improvement MindsetPrioritization

Certifications

Series 7Series 63Series 65Series 66