Wealth Management Advisor - San Francisco, CA
TIAA(3 months ago)
About this role
A Wealth Management Advisor at TIAA partners with affluent clients to identify financial goals, analyze their financial landscape, and develop tailored recommendations to help clients work toward well-defined objectives. The role supports clients’ confidence in retirement through retirement-focused financial solutions and leverages TIAA’s resources to deepen relationships and grow an advisory practice.
Required Skills
- Business Development
- Client Relationships
- Collaboration
- Consultative Communication
- Time Management
- Entrepreneurial Mindset
- Investment Knowledge
- Financial Planning
- Sales
- Retirement Planning
+2 more
Qualifications
- University Degree (Preferred)
- Series 7
- Series 63
- Series 65
- Series 66
- Life & Health Insurance License
- 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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