Wealth Management Advisor-Morgantown, WV
TIAA(1 month ago)
About this role
A Wealth Management Advisor at TIAA works with an established affluent client base to support their long-term financial and retirement objectives, while growing their practice through referrals. The role aligns with TIAA’s mission and values and operates within a collaborative, in-office environment focused on delivering retirement and wealth solutions.
Required Skills
- Client Relationship Management
- Business Development
- Consultative Communication
- Retirement Planning
- Financial Planning
- Investment Knowledge
- Sales
- Practice Management
- Time Management
- Collaboration
Qualifications
- University Degree (Preferred)
- Series 7
- Series 63
- Series 65
- Series 66
- Life and Health Insurance License (Resident State)
- CFP (Preferred)
- 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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