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Wealth Management Advisor - Pasadena, CA at TIAA - ApplyBlast

Wealth Management Advisor - Pasadena, CA

TIAA

3 months ago

3.6 on Glassdoor

Pasadena, CA

Onsite

Full Time

Senior

0 applicants

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About this role

A Wealth Management Advisor at TIAA deepens relationships with an established base of affluent clients to deliver financial solutions that help them achieve their retirement goals. The role involves identifying client financial needs, analyzing their landscape, and developing tailored recommendations while building long-lasting partnerships. Advisors are expected to manage their own book of business, obtain necessary licenses, and drive organic growth through referrals.

Responsibilities

Identify client financial goals and analyze their financial landscape
Develop and implement appropriate financial solutions for clients
Communicate complex financial strategies to build lasting relationships
Manage personal book of business and drive organic growth
Obtain required FINRA registrations and state licenses within 120 days

Skills

Qualifications

Series 7 LicenseSeries 63 LicenseSeries 65 LicenseSeries 66 LicenseLife and Health Insurance License

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

View Profile

At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.