Wealth Management Advisor - Salt Lake City, UT
TIAA(22 days ago)
About this role
A Wealth Management Advisor at TIAA partners with affluent clients to help them work toward well-defined financial and retirement objectives. The role focuses on deepening relationships with an established client base, growing the practice organically through referrals, and delivering tailored financial solutions aligned with TIAA’s mission to support secure retirements. Advisors operate within a values-driven, client-focused culture and benefit from the firm’s resources and development programs.
Required Skills
- Business Development
- Client Relationships
- Consultative Communication
- Retirement Planning
- Investment Knowledge
- Financial Planning
- Sales
- Time Management
- Collaboration
- Practice Management
Qualifications
- University Degree (Preferred)
- Series 7
- Series 63
- Series 65
- Series 66
- Life & Health Insurance License
- Certified Financial Planner (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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