Wealth Management Advisor
TIAA(2 months ago)
About this role
A Wealth Management Advisor at TIAA works with affluent clients to support their long-term financial and retirement goals by delivering tailored investment and insurance solutions. The role focuses on deepening relationships with an established client base and growing the practice through referrals and trusted advice.
Required Skills
- Business Development
- Client Relationships
- Communication
- Retirement Planning
- Investment Knowledge
- Sales
- Time Management
- Collaboration
- Practice Management
Qualifications
- University Degree (Preferred)
- Series 7
- Series 63
- Series 65
- Series 66
- Life and Health Insurance License
- Certified Financial Planner (CFP) - Preferred
- Chartered Financial Analyst (CFA) 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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