Wealth Management Advisor - Walnut Creek, CA

Wealth Management Advisor at TIAA, supported with a robust array of resources and solutions, partners with affluent clients to identify their financial goals and develop recommendations to help them work towards well-defined financial objectives.

Requirements

• Deeply curious with a demonstrated ability to uncover the needs of the client.
• Giving and receiving constructive feedback are hallmarks of your character.
• Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
• Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
• Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
• Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client's unique scenario, and unwavering work ethic.
• Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance.

Benefits

• Superior retirement program
• Competitive health, wellness, and work-life offerings
• Tuition reimbursement (not explicitly mentioned but can be inferred from the company's Total Rewards package)