Wealth Management Advisor-Philadelphia, PA

TIAA(1 month ago)

Philadelphia, PAOnsiteFull TimeSenior$105,487 - $143,204 (estimated)Wealth Management

About this role

A Wealth Management Advisor at TIAA partners with affluent clients to identify financial goals and provide tailored investment and retirement solutions using the firm's asset management capabilities. The role focuses on supporting clients' long-term financial objectives while contributing to TIAA's mission of helping clients find confidence in retirement.

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Required Skills

Client Relationship Management
Financial Planning
Investment Knowledge
Sales
Business Development
Consultative Communication
Time Management
Practice Management
Retirement Planning
Wealth Due Diligence

Qualifications

University Degree
Series 7
Series 63
Series 65
Series 66
Life And Health Insurance License
CFP (Preferred)
CFA Level I (Preferred)

About TIAA

tiaa.org

At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.

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