Wealth Management Advisor

TIAA

Wealth Management Advisor at TIAA partnering with affluent clients to develop financial strategies. Analyzing financial landscapes and building long-lasting relationships for comprehensive financial solutions.

Posted 7/14/2026full-timeWalnut Creek • California • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in financial analysis and client relationship management, with a strong focus on developing tailored financial solutions for affluent clients. Holds necessary financial licenses and certifications to provide comprehensive financial planning services.

Highest-signal resume keywords

5+ Years Client Relationship ManagementFinancial AnalysisFINRA Registrations: Series 7, Series 63, Series 65, Series 66Life and Health Insurance LicenseCertified Financial Planner (CFP)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisFinancial Solutions DevelopmentClient Goal IdentificationBook of Business ManagementInterpersonal Communication

Soft Skills

Relationship BuildingClient Communication

Certifications & Qualifications

FINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66Life and Health Insurance LicenseCertified Financial Planner (CFP)Chartered Financial Analyst - Level I

Industry Keywords

Affluent ClientsFinancial PlanningWealth Management

About the role

Key responsibilities & impact

Partner with affluent clients to identify their financial goals
Analyze clients' financial landscape and develop recommendations
Communicate complex financial solutions utilizing interpersonal skills
Build meaningful and enduring client relationships
Develop and implement appropriate financial solutions
Obtain all licenses 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: Series 7, Series 63, Series 65, Series 66
Life and Health Insurance License (Resident State) - Multiple Issuers required
Certified Financial Planner (CFP) preferred (TIAA will cover the cost of obtaining a CFP or CFA)
Chartered Financial Analyst - Level I preferred

Benefits

Comp & perks

Health insurance
401(k) matching
Flexible work hours
Paid time off
Comprehensive Total Rewards package