Wealth Management Advisor
TIAA(1 month ago)
About this role
A Wealth Management Advisor at TIAA works with an established base of affluent clients to help them pursue financial goals and retirement confidence, leveraging the firm’s resources and solutions. The role emphasizes deep client relationships, growth through referrals, and alignment with TIAA’s mission and values. Advisors operate within a collaborative in-office culture and are supported by professional development and benefits.
Required Skills
- Client Relationship
- Business Development
- Communication
- Retirement Planning
- Sales
- Financial Analysis
- Practice Management
- Time Management
- Collaboration
- Due Diligence
+1 more
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.
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