Job Summary

• Advisors partner with affluent clients to identify financial goals and develop recommendations for well-defined objectives.
• TIAA offers to cover the cost of obtaining a CFP or CFA certification and increases base salary upon successful completion.
• The role involves deepening relationships with an established client base while organically growing the practice through referrals.

Matching Summary

Salary

Base salary varies by experience and location; Variable compensation package on external sales and performance metrics; Competitive benefits including retirement program and health offerings

Skills & Requirements

Key Requirements

• University degree preferred
• Obtain all required licenses within 120 days
• Series 7, 63, 65, 66 registrations required
• Resident Life and Health Insurance License required
• CFP or CFA Level I preferred

Work Rights