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Wealth Management Advisor at TIAA - ApplyBlast

Wealth Management Advisor

TIAA

2 months ago

3.6 on Glassdoor

Metairie, Louisiana, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Wealth Management Advisor will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high‑net‑worth clients. The role involves partnering with clients to create tailored financial strategies, serving as their primary financial contact, and growing the practice through collaboration with internal specialists and TIAA’s wealth management capabilities.

Responsibilities

Develop and deepen relationships with high‑net‑worth clients
Provide tailored fiduciary financial strategies and retirement planning
Grow practice by expanding relationships and leveraging TIAA wealth management capabilities

Skills

Qualifications

FINRA Series 7FINRA Series 63FINRA Series 65 or 66Life and Health Insurance LicenseCertified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I

About TIAA

tiaa.org

Headquarters

New York, New York, United States

Company Size

10001+ employees

Founded

1918

View Profile

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