Full-Time
TIAA
10,001+ employees
Retirement services and investment solutions provider
No salary listed
Senior
Villanova, PA, USA + 1 more
More locations: Philadelphia, PA, USA
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- 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.
- 5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required
- 5+ years building long-lasting relationships with affluent clients or equivalent experience; Required
- All licenses must be obtained within 120 days from start date.
- The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
- Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
- Builds meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions.
- University (Degree) Preferred
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred
- Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred
TIAA provides financial services focused on retirement, insurance, and investment solutions, primarily for individuals in the academic, research, medical, cultural, and governmental sectors. Their products include retirement plans, annuities that offer steady income for retirees, life insurance, and investment management services. TIAA generates revenue through fees for managing these products and returns on client investments. Unlike many competitors, TIAA emphasizes social responsibility, demonstrated by their initiative to donate $1 million to support community organizations. Their goal is to ensure secure financial futures for professionals in education and related fields while making a positive impact in the community.
Company Size
10,001+
Company Stage
N/A
Total Funding
N/A
Headquarters
New York City, New York
Founded
1918
Simplify's Take
What believers are saying
- TIAA's digital transformation enhances accessibility and reduces fees for clients.
- Increased demand for personalized financial advice presents growth opportunities for TIAA.
- TIAA's involvement in impact investing aligns with growing trends in socially responsible investments.
What critics are saying
- Relying on family for financial advice may reduce demand for TIAA's advisory services.
- Lawsuit against SL Green Realty poses financial and reputational risks to TIAA.
- Integration of AI technologies may introduce operational risks for TIAA.
What makes TIAA unique
- TIAA focuses on retirement services for academic and related professionals.
- TIAA integrates social responsibility into its business model, enhancing brand reputation.
- TIAA's subsidiaries, like Nuveen, expand its investment management capabilities.
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Benefits
Health Insurance
401(k) Retirement Plan
Wellness Program
Flexible Work Hours
Remote Work Options
Company News
For many Americans, having a plan to leave money for their loved ones is a priority. According to a recent Empower survey, 40% of Americans say that leaving an inheritance for their children is part of having a happy retirement.Read Next: 3 Proven Strategies To Turn Middle-Class Earnings Into Lasting Family WealthCheck Out: 4 Things You Should Do if You Want To Retire EarlyIf this is one of your financial goals, you’ll likely need to look beyond your 401(k) to ensure you can save for your retirement and still have money left over.Here are three strategies you should consider to help you build a financial legacy.Diversify Your Retirement SavingsLook at accounts beyond your 401(k) to diversify your savings and investments, such as IRAs, brokerage accounts, annuities and real estate.“Many retirees assume their 401(k) will carry them through retirement, but a single-source strategy probably isn’t going to cut it,” said Rob Edwards, founder of Edwards Asset Management. “Healthcare costs, inflation and unpredictable markets make it critical to diversify.”IRAs offer unique advantages that you don’t get with 401(k) plans.“Unlike most employer retirement plans, IRAs give you the whole menu of what you can invest in,” said Rafael Rubio, president of Stable Retirement Planners in Southfield, Michigan. “You have more options to increase your assets. Traditional IRAs grow tax-deferred and can affect your tax bracket. Monies you invest in a traditional IRA are subtracted from your earned income for tax purposes.”Read Next: Suze Orman: 4 Moves Every Aspiring Early Retiree Must Make TodayMeanwhile, real estate can serve as an inflation hedge.“Real estate investments or other comparable sources of passive income can safeguard against inflation,” Edwards said.Evan Potash, executive wealth management advisor at TIAA, recommends utilizing brokerage accounts for their wealth transfer benefits.“Taxable brokerage accounts are ideal for additional savings, offering no contribution limits and a step-up in cost basis when inherited, which avoids capital gains taxes,” he said
90% of Americans turn to family & friends for financial guidance, while only 62% seek professional advisorsNEW YORK, March 28, 2025 /PRNewswire/ -- "The Future of Advice," a new TIAA Institute study in collaboration with MIT AgeLab reveals the value people place on financial advice, who they turn to for financial advice, as well as striking differences in how women and members of younger generations experience financial advice.Despite retirement planning being the top priority for financial advice, there's a significant satisfaction gap in the financial advice people receive, indicating a clear opportunity for industry improvement. In fact, only 40% are satisfied with the financial advice they receive. However, of those who worked with a financial advisor, 62% reported higher levels of satisfaction, underscoring the value and need for greater access to financial professionals. In implementing financial advice, the research shows that financial advisors use technology like AI to enhance, and not replace, the trusted advisor relationship."At this pivotal moment in financial services, we're witnessing more than just a change in how advice is delivered—we're seeing a fundamental shift in what it means to secure financial futures," said David Nason, CEO of TIAA Wealth Management and Advice Solutions. "As life expectancies extend and complexity increases, our industry's true measure of success will be our ability to help millions of Americans transform financial guidance into lifetime financial security."The study was conducted with more than 1,000 participants in the U.S., providing a clear look into consumer preferences. Interviews with professionals were also conducted for a comprehensive view of the landscape of advice."The 'Future of Advice' study is a unique opportunity to reshape how Americans across the generations receive and act on financial guidance," said Joseph Coughlin, founder and Director of the MIT AgeLab
Arcmont secures €475 million investment mandates from APG, TIAA for new Impact Lending Strategy.
Norm Ai Inc., an AI agent-powered compliance automation startup, has raised $48 million in a Series B funding round, bringing its total funding to $87 million. The round was led by Coatue with participation from Craft Ventures, Vanguard, Blackstone Innovations Investments, Bain Capital, NewYork Life Ventures, Citi Ventures, TIAA Ventures, and Salesforce CEO Marc Benioff. Norm Ai aims to integrate compliance checks into business processes using its proprietary programming language and AI agents.
Thasunda Brown Duckett, president and CEO of TIAA, discusses her retirement-planning advice to young people at the Bloomberg Invest conference in New York.