As long as there are people who make the world a better place, we'll keep making a difference for them. Since 1918, it has been TIAA's mission to serve those who serve others. It is this mission and the values we embrace that make us a different kind of financial services organization.
When you work here at TIAA, you're not just in it for yourself. You are part of something bigger. A collective mission to make a difference - a collective mission we make our own.
To be difference makers.
For more information about TIAA, visit our website.
TIAA's Individual Advisory Services (IAS) Business offers highly sophisticated financial planning capabilities designed to help our clients accomplish their immediate and long term investment goals. The Individual Advisory Services Business launched in 2005 and aligns with the core values that made TIAA successful in the not-for-profit sector since 1918. As a result, we know our Wealth Management clients better than anyone else in the academic, medical, cultural and research environments. Today TIAA serves 5 million individuals overall, $866 Billion in Assets Under Management. We employ over 10,000 employees across 100+ local offices.
As we expand our IAS Business to meet client demand for our products and services, we take pride in building a remarkable group of talented advisors who thrive on a consultative client approach and team collegiality. Successful Advisors at TIAA understand their client's unique financial objectives through one-on-one advice as well as leveraging our collaborative environment to deliver appropriate products and services. These products and services include Managed Accounts, Private Asset Management, Personal Trust Services, Retirement Plans, a family of no-load Mutual Funds, Life Insurance, IRAs, After-Tax Annuities, Brokerage Service and Education Savings plans. Strong Wealth Management Advisor applications will have demonstrated experience serving affluent client needs through outstanding relationship management skills, solid financial service product knowledge and proven sales skills.
As a Wealth Management Advisor, you will have the opportunity to deliver a distinctive client experience that leverages our unique value proposition. Here’s how we’re different:
KEY RESPONSIBILITIES AND DUTIES:
Equal Employment Opportunity is not just the law, it’s our commitment. Read more about the Equal Employment Opportunity Law.
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This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as “protected characteristics”).
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