Since 1918, it has been TIAA’s mission to serve, our ability to perform and the values we embrace that make us a different kind of financial services organization. We’re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them.
By building a culture that allows all employees to contribute their unique talents and skills, we’re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals. We believe a diverse and inclusive workforce is one of our greatest strengths and a key measure of our success*.
For more information about TIAA, visit our website.
TIAA’s Individual Advisory Services 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 applicants 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. 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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We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
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