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. Working as part of a team, the role focuses on maintaining and growing a book of business through client service and referrals while leveraging the firm's resources and solutions.
Required Skills
- Business Development
- Client Relationships
- Collaboration
- Consultative Communication
- Investment Research
- Financial Analysis
- Portfolio Management
- Risk Assessment
- Tax Planning
- Cash Management
+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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