Wealth Management Advisor - San Antonio, TX
TIAA(2 months ago)
About this role
A Wealth Management Advisor at TIAA partners with affluent, established clients to support their long-term financial goals and retirement confidence. The role focuses on deepening client relationships, delivering tailored financial and investment solutions, and growing a practice through referrals and organic business development. Advisors operate within TIAA’s mission-driven culture and leverage firm resources to serve clients' retirement and wealth needs.
Required Skills
- Business Development
- Client Relationships
- Collaboration
- Consultative Communication
- Continuous Improvement
- Practice Management
- Prioritization
- Retirement Planning
- Sales
- Product Knowledge
+4 more
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 (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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