Wealth Management Advisor - Minneapolis, Mn

TIAA Jobs

Minneapolis, MN, US
Base: $100,000pyr - $110,000pyr; bonus/equity: not...
5+ years managing a book of business
Strong interpersonal communication skills
Ability to analyze financial landscapes
Advisors at TIAA focus on deepening relationships with clients and delivering tailored financial solutions

Job Summary

  • Advisors at TIAA focus on deepening relationships with clients and delivering tailored financial solutions.
  • The role requires building long-lasting relationships with affluent clients and analyzing their financial goals.
  • TIAA is committed to the well-being of associates, offering a comprehensive Total Rewards package.

Matching Summary

Advisors at TIAA focus on deepening relationships with clients and delivering tailored financial solutions.

Salary

Base: $100,000/yr - $110,000/yr; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 5+ years managing a book of business
  • Strong interpersonal communication skills
  • Ability to analyze financial landscapes

Nice-to-have

  • Entrepreneurial mindset for growth
  • Collaborative team environment
  • Commitment to diversity and ethics

Key Requirements

  • FINRA Registrations: Series 7, 63, 65, 66
  • Life and Health Insurance License
  • CFP or CFA preferred

Work Rights

Not specified

Tailored Resume

Cover Letter