Wealth Management Advisor - Sherman Oaks, CA
TIAA(2 months ago)
About this role
The Wealth Management Advisor partners with affluent clients to identify financial goals, analyze their financial landscape, and develop tailored recommendations to help them pursue long-term objectives. The role focuses on deepening existing relationships, growing the practice organically through referrals, and delivering retirement-focused financial solutions.
Required Skills
- Business Development
- Client Relationships
- Collaboration
- Communication
- Time Management
- Sales
- Retirement Planning
- Investment Knowledge
- Practice Management
- Due Diligence
+2 more
Qualifications
- University Degree
- Series 7
- Series 63
- Series 65
- Series 66
- Life and Health Insurance License
- Certified Financial Planner (CFP)
- Chartered Financial Analyst Level I (CFA Level I)
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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