Wealth Management Advisor-Allentown, PA
TIAA(1 month ago)
Center Valley, PAOnsiteFull TimeSenior$91,954 - $125,644 (estimated)Wealth Management
Apply NowAbout this role
A Wealth Management Advisor at TIAA partners with affluent clients to identify financial goals, analyze their financial landscape, and recommend tailored financial solutions to help clients work toward defined objectives. The role focuses on deepening existing client relationships, growing the practice through referrals, and supporting clients’ long-term retirement and wealth outcomes while embodying the company's values.
Required Skills
- Business Development
- Client Relationships
- Collaboration
- Consultative Communication
- Continuous Improvement
- Practice Management
- Prioritization
- Retirement Planning
- Sales
- Product Acumen
+2 more
Qualifications
- University Degree (Preferred)
- Series 7
- Series 63
- Series 65
- Series 66
- Life and Health Insurance License
- Certified Financial Planner (CFP) (Preferred)
- Chartered Financial Analyst Level I (CFA Level I) (Preferred)
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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