Wealth Management Advisor

TIAA

Wealth Management Advisor partnering with affluent clients to develop financial solutions. Analyzing financial landscape and building meaningful relationships to achieve financial objectives.

Posted 7/14/2026full-timeSherman Oaks • 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 and investment advice.

Highest-signal resume keywords

Financial AnalysisClient Relationship ManagementFINRA Series 7 LicenseCertified Financial Planner (CFP)Life and Health Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial RecommendationsInvestment StrategiesPortfolio ManagementRisk AssessmentFinancial Planning

Soft Skills

CommunicationInterpersonal SkillsRelationship BuildingProblem Solving

Certifications & Qualifications

FINRA Series 63 LicenseFINRA Series 65 LicenseFINRA Series 66 LicenseChartered Financial Analyst - Level I

Industry Keywords

Affluent ClientsFinancial SolutionsBook of BusinessPersonal Accountability

About the role

Key responsibilities & impact

Partners with affluent clients to identify their financial goals
Analyzes financial landscape and develops recommendations
Communicates complex financial solutions to clients
Builds meaningful and long-lasting relationships
Develops and implements 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
FINRA Registrations: 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
Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute
All licenses must be obtained within 120 days from start date

Benefits

Comp & perks

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