Wealth Management Advisor

TIAA

Wealth Management Advisor at TIAA partnering with affluent clients to develop financial solutions. Analyzing financial landscapes and establishing strong relationships to meet client goals in Overland Park, KS.

Posted 7/14/2026full-timeOverland Park • Kansas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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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 ManagementCertified Financial Planner (CFP)FINRA RegistrationsLife 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

CommunicationRelationship BuildingInterpersonal SkillsProblem Solving

Certifications & Qualifications

Certified Financial Planner (CFP)Chartered Financial Analyst - Level IFINRA Series 7FINRA Series 63FINRA Series 65FINRA Series 66

Industry Keywords

Affluent ClientsFinancial GoalsFinancial LandscapeFinancial SolutionsBook of Business

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 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
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
professional development opportunities