Wealth Management Advisor - Minneapolis, MN
TIAA(25 days ago)
About this role
A Wealth Management Advisor at TIAA partners with affluent clients to identify financial goals and develop tailored strategies to help them achieve retirement and wealth objectives. The role focuses on deepening long-term client relationships, delivering investment and insurance solutions, and growing a book of business supported by company resources and tools.
Required Skills
- Client Relationships
- Financial Planning
- Retirement Planning
- Business Development
- Sales
- Consultative Communication
- Practice Management
- Wealth Management
- Investment Knowledge
- Time Management
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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