{"id":383629,"url":"https://alion.io/job/tiaa-wealth-advisor-3","title":"Wealth Advisor","company":{"id":8701,"name":"TIAA","domain":"tiaa.org","url":"https://alion.io/company/tiaa","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"A","score":96,"open_postings":62,"ghost_share":0.048,"stale_share":0.129,"repost_share":0.194,"time_to_fill_p50_days":14,"computed_at":"2026-10-12T06:55:09Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Charlotte, United States","Durham, United States","New York, United States","Washington, United States","Princeton, United States","White Plains, United States","Waltham, United States","Providence, United States","Philadelphia, United States","United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":69000,"max_usd":133000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":3941},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-08-12T00:00:00Z","employer_posted_date":"2026-10-07","last_verified_at":"2026-10-12T20:34:48Z","board_verified":true,"closed_at":null,"days_open":61,"trust":{"level":"ok","repost_count":1,"flags":[],"days_open":61},"description":"Wealth AdvisorSupported with a robust array of resources and solutions, The Wealth Advisor is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Wealth Advisor partners with their team to grow their collective book through client referrals.\nKey Responsibilities and Duties\nManages time and resources efficiently and effectively\nDevelops and implements strategic and tactical plans with strong considerations to client challenges.\nTailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.\nReviews client information, including financial statements, risk investment profile and cash availability.\nWorking in a team environment, grows book of business through identifying value-add products and services for clients and develops additional business through referrals. \nPerforms investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance.\nWorks in a team environment to maintain a book of business and meet or exceed annual sales targets.\n Educational RequirementsUniversity (Degree) Preferred\nWork Experience3+ Years Required; 5+ Years Preferred\nFINRA RegistrationsSRC Indicator: Series 7; Series 63; Series 65; Series 66\nPhysical RequirementsPhysical Requirements: Sedentary Work\nCareer Level\n7IC\nRequired:\n3+ years financial services experience\nSeries 7, 63 and 65 (or 66) completed within 120 days of start date\nPreferred:\n5+ years financial services experience\nSeries 7, 63 and 65 (or 66) completed\nRelated SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth ManagementAnticipated Posting End Date:\n2026-12-31Base Pay Range: $80,000/yr - $95,000/yrActual 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, non-annual sales incentive plans, or other non-annual incentive plans).\n_____________________________________________________________________________________________________\nCompany Overview\nEvery 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 weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.\nOur Culture of Impact\nAt TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways-because when our people succeed, our impact on clients' lives grows stronger.\nBenefits and Total Rewards\nThe organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s 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 well-being. To learn more about your benefits, please review our Benefits Summary.\nEqual Opportunity\nWe 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.\nOur full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.\nAccessibility Support\nTIAA 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.\nIf 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:\nPhone: (800) 842-2755\nEmail: \nDrug and Smoking Policy\nTIAA maintains a drug-free and smoke/free workplace.\nPrivacy Notices\nFor Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.\nFor Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.\nFor Applicants of TIAA Global Capabilities, click here.\nFor Applicants of Nuveen residing in Europe and APAC, please click here.","description_format":"text","description_chars":6108,"description_truncated":false,"requirements":{"experience_years_min":5,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Retirement plans"],"hiring_locations":[{"name":"China","iso":"CN","kind":"region"},{"name":"India","iso":"IN","kind":"region"},{"name":"Germany","iso":"DE","kind":"region"},{"name":"Japan","iso":"JP","kind":"region"},{"name":"France","iso":"FR","kind":"region"},{"name":"United 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