Wealth Management Advisor - St Louis, MO
TIAA(1 month ago)
About this role
A Wealth Management Advisor at TIAA partners with affluent clients to help them define and pursue financial and retirement goals using TIAA’s resources and solutions. The role focuses on deepening long-term client relationships and delivering personalized investment and planning strategies. Advisors are expected to uphold the firm’s mission and values while contributing to client confidence in retirement.
Required Skills
- Business Development
- Client Relationships
- Collaboration
- Consultative Communication
- Time Management
- Sales
- Retirement Planning
- Investment Knowledge
- Practice Management
- Due Diligence
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.
View more jobs at TIAA →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at TIAA
Similar Jobs
Wealth Advisor - Wealth Advisory - St. Louis
CliftonLarsonAllen LLP(12 days ago)
Associate Wealth Advisor
Focus Partners Wealth(1 month ago)
Associate Wealth Advisor
Focus Partners Wealth(1 month ago)
Retirement Plan Advisor
RKL LLP(1 month ago)
Associate Wealth Advisor
Focus Partners Wealth(2 months ago)
Focus Team - Wealth Advisor
Bessemer Venture Partners(20 days ago)