Wealth Management Advisor-Knoxville TN
Wealth Management Advisor-Knoxville TN
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1 Vacancy
Job Description
Supported with a robust array of resources and solutions Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that weve been recognized for being one of the worlds most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Advisors who believe in our mission of helping our clients find confidence in retirement and who personify our the following skills reflect who you are and who you aspire to be you will thrive as an Advisor at TIAA. Deeply curious with a demonstrated ability to uncover the needs of the and receiving constructive feedback are hallmarks of your the value of bringing people together to leverage their skills talents and knowledge to achieve a common purpose is your north time and resources efficiently and effectively to bring compounding value and excellence to our by finding solutions you maintain an entrepreneurial mindset in pursuit of tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each clients unique scenario and unwavering work in an environment of empowerment and accountability learns from mistakes and applies the learning to drive performance.
Key Responsibilities and Duties
- The Wealth Management Advisor partners with affluent clients to identify their financial goals analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
- Communicates complex financial solutions to clients utilizing interpersonal communication and relationship building skills.
- Builds meaningful and longlasting relationships developing and implementing financial appropriate financial solutions.
- All licenses must be obtained within 120 days from start date.
- University (Degree) Preferred
- 5 years in a role with personal accountability and managing a book of business or equivalent experience; Required
- 5 years building longlasting relationships with affluent clients or equivalent experience; Required
- 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 Or
- Chartered Financial Analyst Level I Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred
- Physical Requirements: Sedentary Work
Career Level
8IC
Related SkillsBusiness Development Client Relationship Management Collaboration Consultative Communication Continuous Improvement Mindset Due Diligence Practice Management Strategy Prioritizes Effectively Quantitative Analysis Retirement Planning Selling Sales TIAA Products/Services Acumen Wealth Due Diligence Wealth Management
Anticipated Posting End Date:
Base Pay Range: $92000/yr. $110000/yr.Advisors are eligible to participate in competitive variable compensation package (paid on external sales book of business and balanced performance metrics) with material upside potential.
Actual base salary may vary based upon but not limited to relevant experience time in role base salary of internal peers prior performance business sector and geographic location. In addition to base salary the competitive compensation package may include depending on the role participation in an incentive program linked to performance (for example annual discretionary incentive programs nonannual sales incentive plans or other nonannual incentive plans).
Company Overview
Every worker deserves a secure retirement. For more than 100 years TIAA has delivered it for millions of people. Founded to help educators retire with dignity today were a marketleading retirement company fueled by worldclass asset management. But were not just another legacy financial services firm. Were fighting harder than ever before for our clients and the many Americans who need us.
Benefits and Total Rewards
The organization is committed to making financial wellbeing possible for its clients and is equally committed to the wellbeing of our associates. Thats why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health wellness and work life offerings that can help you achieve and maintain your best possible physical emotional and financial wellbeing. To learn more about your benefits please review our Benefits Summary.
Equal Opportunity
We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age race color national origin sex religion veteran status disability sexual orientation gender identity or any other legally protected status.
Read more about your rights and view government notices here.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone:
Privacy Notices
For Applicants of TIAA Nuveen and Affiliates residing in US (other than California) click here.
For Applicants of TIAA Nuveen and Affiliates residing in California please click here.
ForApplicants of TIAA Global Capabilities click here.
For Applicants of Nuveen residing in Europe and APAC please click here.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
