Wealth Management Advisor

TIAA

Wealth Management Advisor supporting affluent clients in identifying financial goals and implementing solutions. Position requires strong relationship-building skills and providing complex financial insights.

Posted 6/30/2026full-timeSt. Louis • Montana • 🇺🇸 United StatesMid-LevelSenior💰 $48 - $53 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning 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 advice.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementFINRA RegistrationsCertified Financial Planner (CFP)Life and Health Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment StrategiesRisk ManagementPortfolio ManagementWealth Management

Soft Skills

Interpersonal CommunicationRelationship BuildingProblem SolvingClient Engagement

Certifications & Qualifications

Series 7Series 63Series 65Series 66Chartered Financial Analyst - Level I

Industry Keywords

Affluent ClientsFinancial GoalsBook of BusinessFinancial SolutionsClient Accountability

About the role

Key responsibilities & impact

Partner with affluent clients to identify their financial goals, analyze their financial landscape, and develop recommendations
Communicate complex financial solutions to clients, utilizing interpersonal communication and relationship-building skills
Build meaningful and long-lasting relationships, developing and implementing appropriate financial solutions
All licenses must be obtained within 120 days from start date

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 preferred

Benefits

Comp & perks

Competitive variable compensation package (paid on external sales, book of business, and balanced performance metrics) with material upside potential
Comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones
Superior retirement program
Highly competitive health, wellness, and work-life offerings