Wealth Management Advisor

TIAA

Wealth Management Advisor partnering with affluent clients to identify financial goals and develop solutions. Emphasizing client relationships, financial planning, and achieving financial objectives in a collaborative environment.

Posted 7/14/2026full-timeSan Francisco • California • 🇺🇸 United StatesMid-LevelSenior💰 $48 - $53 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in building and maintaining relationships with affluent clients while providing tailored financial solutions. Holds necessary financial licenses and certifications to effectively analyze and communicate complex financial strategies.

Highest-signal resume keywords

5+ Years Managing A Book Of Business5+ Years Building Relationships With Affluent ClientsSeries 7 LicenseSeries 63 LicenseCertified Financial Planner (CFP)

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Interpersonal CommunicationRelationship BuildingComplex Financial Solution Communication

Certifications & Qualifications

Series 65 LicenseSeries 66 LicenseLife And Health Insurance LicenseChartered Financial Analyst - Level I

Industry Keywords

Financial GoalsFinancial LandscapeFinancial SolutionsAffluent Clients

About the role

Key responsibilities & impact

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
utilizes interpersonal communication and relationship building skills
Builds meaningful and long-lasting relationships
develops and implementing financial 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; 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
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

Benefits

Comp & perks

superior retirement program
highly competitive health, wellness and work life offerings