Wealth Management Advisor (Andover, MA)
TIAA(1 month ago)
About this role
A Wealth Management Advisor at TIAA partners with affluent clients to identify financial goals, analyze their financial landscape, and deliver tailored solutions to help clients reach long-term objectives. The role focuses on deepening relationships within an established client base, growing the practice through referrals, and representing TIAA’s retirement and investment offerings. Advisors are supported by firm resources and are expected to obtain required licenses shortly after starting.
Required Skills
- Client Relationship Management
- Financial Planning
- Investment Knowledge
- Sales
- Business Development
- Communication
- Time Management
- Practice Management
- Retirement Planning
- Due Diligence
Qualifications
- University Degree
- Series 7
- Series 63
- Series 65
- Series 66
- Life and Health Insurance License
- CFP
- CFA Level I
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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