Wealth Management Advisor (Waltham, MA)
TIAA(22 days ago)
United States, Waltham, MAOnsiteFull TimeSenior$96,160 - $105,760Wealth Management
Apply NowAbout this role
A Wealth Management Advisor at TIAA partners with affluent clients to help them define financial goals and deliver tailored retirement and investment solutions. The role focuses on deepening client relationships, growing a book of business through referrals, and advancing TIAA’s mission of helping clients achieve financial confidence in retirement.
Required Skills
- Business Development
- Client Relationships
- Communication
- Retirement Planning
- Sales
- Wealth Management
- Financial Planning
- Practice Management
- Compliance
- Prospecting
Qualifications
- University Degree Preferred
- Series 7
- Series 63
- Series 65
- Series 66
- Life and Health Insurance License
- Certified Financial Planner (CFP)
- Chartered Financial Analyst 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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