Top 18 Financial advisor Jobs in Morgantown, Wv

Financial Consultant II
TIAA —Morgantown, WV
- $72,700 - $95,500 a year
- Online Application
- Mid-level
- Business development
- Travel
- 403(b)
- Life insurance
Manager Trainee (Fast Track)
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Morgantown, WV
- $75,044.12 - $141,472.49 a year
- Full-time
- Hybrid work
- Office
- Master's degree
- Mentoring
- Health savings account
- Health insurance
Quick Apply
Wealth Advisor - Fayette County
Somerset Trust Company —Uniontown, PA
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Access
Emergency Case Management Personal Financial Educator
Zeiders Enterprises, Inc. —National, WV
- Weekends as needed
- Up to 50% travel
- Writing skills
- Driver's License
- Dental insurance
9d
Wealth Advisor - PNC Wealth Management
PNC Financial Services Group —Uniontown, PA
- Full-time
- Public speaking
- Mid-level
- Office
- Wellness program
- Health savings account
Private Bank Wealth Advisor III
Huntington Bank —Morgantown, WV
- Full-time
- Office
- Business development
- Bachelor's degree
Executive Director of Planned Giving
West Virginia University Foundation —Morgantown, WV
- Full-time
- 7 years
- Computer literacy
- Master's degree
- Life insurance
- Retirement plan
Associate Financial Advisor
Northwestern Mutual - West Virginia —Morgantown, WV
- Full-time
- Mid-level
- Office
- Administrative experience
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
5d

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Manager Trainee (Fast Track)
New York Life Insurance Company & NYLIFE Securitiess, LLC. —Morgantown, WV
Build your own client base through networking, referrals, and proactive outreach. A proven track record of achievement, prior sales experience, having owned…
$75,044.12 - $141,472.49 a year
Quick Apply

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Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply
Wealth Planning Advisor
WealthBridge Financial Group —Dublin, OH
You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Strong analytical and problem-solving skills.
$100,000 - $150,000 a year
Quick Apply

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financial advisor jobs near morgantown, wv

Financial Consultant II

TIAA -
Morgantown, WV

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Job Details

Full-time
$72,700 - $95,500 a year

Benefits

403(b)
Life insurance

Qualifications

Series 7
Life & Health Insurance License
Experience practicing in the securities industry
Series 63

Full Job Description

The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals. During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt – meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay. All licenses must be obtained within 120 days from start date.

Key Responsibilities and Duties

Counsels participants on their pension plans, tax deferred annuities and other available investment options in order to help clients retain and increase assets.

Educates, recommends and facilitates new product purchases (including retail mutual funds, annuities, IRAs, 529 and 403b, bank products, life insurance and others) and provides authoritative information upon which important personal financial planning decisions are based.

Interacts with retirement plan participants to provide exceptional customer service and execute transaction and service requests.

Utilizes knowledge of tax and investment strategies to inform financial advice based on clients' financial needs and objectives.

Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives.

Develops and maintains strong relationship with Institutional Plan Sponsors.

Educational Requirements

University (Degree) Preferred

Work Experience

3+ Years Required; 5+ Years Preferred

FINRA Registrations

SRC Indicator: Series 7; Series 63

Licenses and Certifications

Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days

Physical Requirements

Physical Requirements: Sedentary Work

Career Level
7IC

This is a hybrid flex position involving regional travel to client institutions at least 3 days/week with the ability to work remotely the rest of the week. This position may also require occasional travel up to 25% of the time outside your assigned territory.

Related Skills

Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial Markets Impact, Inspires Others, Negotiation, Problem Solving, Relationship Management, Retirement Planning Selling

Anticipated Posting End Date:

2026-09-24

Base Pay Range: $72,700/yr - $95,500/yr

Actual 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).

_____________________________________________________________________________________________________

Company Overview

Every 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.

Our Culture of Impact

At 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.

Benefits and Total Rewards

The 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 .

Equal Opportunity

We 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.

Our full EEO & Non-Discrimination statement is on our careers home page , and you can read more about your rights and view government notices.

Accessibility Support

TIAA 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.

If 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:

Phone: (800) 842-2755

Email: [email protected]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

Apply Now

Refine Your Search

financial advisor jobs in morgantown, wv

Financial Consultant II

Manager Trainee (Fast Track)

Wealth Advisor - Fayette County

Emergency Case Management Personal Financial Educator

Wealth Advisor - PNC Wealth Management

Private Bank Wealth Advisor III

Executive Director of Planned Giving

Associate Financial Advisor

Wealth Solutions Advisor

Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Bay area

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