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Wealth Management Advisor at TIAA - ApplyBlast

Wealth Management Advisor

TIAA

4 months ago

3.6 on Glassdoor

San Diego, CA

Hybrid

Full Time

Senior

0 applicants

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About this role

As a Wealth Management Advisor at TIAA, you will manage a practice of high-net-worth clients by delivering tailored financial strategies and acting as a fiduciary. You will proactively grow your book of business by collaborating with internal specialists and leveraging the firm's comprehensive wealth management capabilities.

Responsibilities

Develop high-quality wealth management practices with affluent clients
Deliver tailored financial strategies acting as a fiduciary
Proactively expand existing client relationships and business
Collaborate with internal specialists to deliver comprehensive recommendations
Guide clients through life events and retirement transitions

Skills

Qualifications

FINRA Series 7FINRA Series 63Series 65 or 66Life and Health Insurance LicenseCFP or CFA Level I

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

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At TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.