Wealth Management Advisor - San Francisco, Ca

TIAA

San Francisco, CA, US
Base: not specified; bonus/equity: not specified; ...
Relationship building with affluent clients
Time and resource management
Knowledge of investment solutions
TIAA is committed to helping clients find confidence in retirement

Job Summary

  • TIAA is committed to helping clients find confidence in retirement.
  • Advisors build meaningful relationships and provide tailored financial solutions.
  • The company values diversity and ethical practices in its operations.

Matching Summary

TIAA is committed to helping clients find confidence in retirement.

Salary

Base: Not specified; Bonus/Equity: Not specified; Benefits: Comprehensive Total Rewards package

Skills & Requirements

Must-have

  • Relationship building with affluent clients
  • Time and resource management
  • Knowledge of investment solutions

Nice-to-have

  • Constructive feedback culture
  • Entrepreneurial mindset for growth
  • Collaboration and teamwork

Key Requirements

  • 5+ years managing a book of business
  • FINRA Registrations: Series 7, 63, 65, 66
  • Life and Health Insurance License required

Work Rights

Not specified

Tailored Resume

Cover Letter