Wealth Management Advisor (Burlington, VT or Hanover, NH)
TIAA(1 month ago)
About this role
A Wealth Management Advisor at TIAA partners with affluent clients to help them pursue financial goals and retirement confidence using the firm's resources and solutions. The role focuses on deepening existing relationships and growing the practice organically through referrals while embodying TIAA's values and ethical standards. Advisors operate within a collaborative culture that emphasizes professional development and access to firm tools and support.
Required Skills
- Client Relationships
- Financial Planning
- Retirement Planning
- Business Development
- Consultative Communication
- Sales
- Practice Management
- Due Diligence
- Time Management
- Investment Knowledge
+1 more
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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