Wealth Management Advisor

TIAA

Wealth Management Advisor partnering with affluent clients to identify financial goals and develop personalized solutions. Utilize expertise in financial planning and investment solutions to navigate clients' wealth management needs.

Posted 7/1/2026full-timeSan Antonio • Texas • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $110,000 per yearWebsite

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 relevant certifications and licenses to provide comprehensive financial advice and services.

Highest-signal resume keywords

Financial PlanningClient Relationship ManagementLife and Health Insurance LicenseCertified Financial Planner (CFP)Chartered Financial Analyst - Level I

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisFinancial RecommendationsGoal SettingInvestment StrategiesRisk Assessment

Soft Skills

CommunicationInterpersonal SkillsRelationship BuildingProblem Solving

Certifications & Qualifications

Life and Health Insurance LicenseCertified Financial Planner (CFP)Chartered Financial Analyst - Level I

Industry Keywords

Affluent ClientsFinancial GoalsBook of BusinessFinancial SolutionsClient Accountability

About the role

Key responsibilities & impact

partners with affluent clients to identify their financial goals
analyze their financial landscape
develop recommendations that help them work towards well defined financial objectives
Communicates complex financial solutions to clients
Builds meaningful and long-lasting relationships, developing and implementing financial 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
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

Benefits

Comp & perks

superior retirement program
highly competitive health
wellness and work life offerings