Wealth Management Advisor - St Louis, Mo

TIAA Jobs

St. Louis, MO, United States
Base varies by experience; variable compensation o...
**
5+ years managing book of business
Series 7, 63, 65, or 66 licenses
Life and health insurance license
** TIAA is seeking a Wealth Management Advisor in St. Louis, MO, to deepen client relationships and grow their financial practice. The ideal candidate will have extensive experience in managing affluent client relationships and a strong knowledge of investment solutions, with a commitment to the company's ethical values and mission. **

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

Match Score: 75

** TIAA is seeking a Wealth Management Advisor in St. Louis, MO, to deepen client relationships and grow their financial practice. The ideal candidate will have extensive experience in managing affluent client relationships and a strong knowledge of investment solutions, with a commitment to the company's ethical values and mission. **

Salary

Base varies by experience; Variable compensation on sales and metrics; Competitive benefits package included

Skills & Requirements

Must-have

  • 5+ years managing book of business
  • Series 7, 63, 65, or 66 licenses
  • Life and Health Insurance License
  • Relationship building with affluent clients

Nice-to-have

  • CFP or CFA certification preferred
  • Entrepreneurial mindset for growth
  • Deep curiosity about client needs
  • Commitment to ethical practices

Key Requirements

  • University degree required
  • Obtain all licenses within 120 days
  • 5+ years experience with affluent clients
  • FINRA registrations (Series 7, 63, 65, 66)

Work Rights

Not specified

Tailored Resume

Cover Letter