Wealth Management Advisor-Richmond, VA, Charlottesville, VA ,Charlotte, NC
TIAA(29 days ago)
About this role
A Wealth Management Advisor at TIAA works with an established base of affluent clients to support their long-term financial security and retirement goals. The role focuses on delivering personalized financial solutions and growing a client practice through relationship-building and referrals while representing TIAA's mission and values.
Required Skills
- Business Development
- Client Relationship Management
- Consultative Communication
- Retirement Planning
- Wealth Management
- Practice Management
- Sales
- Investment Solutions
- Financial Analysis
Qualifications
- University Degree Preferred
- Series 7
- Series 63
- Series 65
- Series 66
- Life and Health Insurance License (Resident State)
- Certified Financial Planner (CFP) Preferred
- Chartered Financial Analyst 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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