Wealth Management Advisor

TIAA

Wealth Management Advisor partnering with affluent clients to define financial goals and deliver tailored solutions at TIAA. Focus on building lasting relationships and providing complex financial insights.

Posted 7/14/2026full-timePasadena • 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 developing and implementing tailored financial solutions for affluent clients, while effectively communicating complex financial concepts. Proven ability to build and maintain long-lasting client relationships and manage a substantial book of business.

Highest-signal resume keywords

5+ Years Client Relationship ManagementFinancial Analysis and RecommendationsFINRA 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 PlanningClient Relationship ManagementInvestment StrategiesRisk Assessment

Soft Skills

CommunicationInterpersonal SkillsProblem SolvingAccountability

Certifications & Qualifications

Certified Financial Planner (CFP)Chartered Financial Analyst - Level ILife and Health Insurance License

Industry Keywords

Affluent ClientsFinancial SolutionsBook of BusinessClient GoalsFinancial Landscape

About the role

Key responsibilities & impact

partners with affluent clients to identify their financial goals
analyze their financial landscape and develop recommendations
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
FINRA Registrations SRC Indicator: Series 7; Series 63; Series 65; Series 66
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

Benefits

Comp & perks

comprehensive Total Rewards package
superior retirement program
highly competitive health, wellness and work life offerings