Wealth Management Advisor - Walnut Creek, CA
TIAA(1 month ago)
About this role
A Wealth Management Advisor at TIAA partners with affluent clients to support their financial wellbeing and retirement goals, leveraging the firm's resources and solutions. The role emphasizes building long-term client relationships and growing a practice through referrals while reflecting TIAA's mission and values. Advisors operate within a collaborative, client-focused culture and contribute to the firm's impact on clients' financial futures.
Required Skills
- Client Relationship
- Financial Planning
- Retirement Planning
- Sales
- Business Development
- Communication
- Investment Knowledge
- Practice Management
- Compliance
- Time Management
+1 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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