Wealth Advisor
TIAA(1 month ago)
About this role
The Wealth Advisor partners with clients to identify financial goals, analyze their financial situation, and develop tailored recommendations to help clients work toward defined objectives. The role supports clients with a broad array of solutions and works within a team to grow a book of business through referrals and targeted client engagement.
Required Skills
- Business Development
- Client Relationships
- Investment Research
- Financial Planning
- Portfolio Management
- Risk Assessment
- Sales
- Collaboration
- Compliance
- Retirement Planning
+2 more
Qualifications
- University Degree (Preferred)
- Series 7
- Series 63
- Series 65
- Series 66
About TIAA
tiaa.orgAt TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.
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