Wealth Management Advisor- Chapel Hill, NC
TIAA(1 month ago)
About this role
A Wealth Management Advisor at TIAA partners with affluent clients to help them define financial goals and deliver tailored retirement and investment solutions. The role focuses on deepening long-term client relationships, growing a book of business through referrals, and supporting clients’ financial confidence through TIAA’s resources and products.
Required Skills
- Client Relationship
- Financial Planning
- Retirement Planning
- Investment Knowledge
- Business Development
- Client Communication
- Sales
- Time Management
- Practice Management
- Wealth Due Diligence
Qualifications
- University Degree
- Series 7
- Series 63
- Series 65
- Series 66
- Life and Health Insurance License
- Certified Financial Planner (CFP)
- Chartered Financial Analyst Level I (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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