Wealth Advisor
Core
Partners with clients to identify financial goals, analyze financial landscapes, and develop customized investment strategies and financial plans.
Role type
Wealth Advisor (Financial Planner)
Builds
Customized financial plans and investment strategies for individual clients
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Investment strategy development, Financial planning, Client relationship management, Investment research, Regulatory compliance, Sales targets achievement
Preferred skills
Practice management strategy, Retirement planning, Business development
Technologies
TIAA Products/Services
Responsibilities
Develops and implements strategic and tactical plans considering client challenges; Tailors investment strategies identifying objectives, constraints, liquidity needs, and tax implications; Reviews client financial statements and risk profiles; Performs investment research to provide up-to-date financial guidance; Grows book of business through referrals and value-add products; Maintains book of business to meet annual sales targets.
Seniority
Mid-level IC (3+ years experience required)
