Wealth Management Advisor - Frisco, Tx

TIAA

Frisco, TX, US
Base: $100,000pyr - $110,000pyr; bonus/equity: not...
Building long-lasting client relationships
Analyzing financial landscapes
Communicating complex financial solutions
TIAA is committed to helping clients find confidence in retirement

Job Summary

  • TIAA is committed to helping clients find confidence in retirement.
  • Advisors are supported with resources to deepen client relationships.
  • The company values diversity and ethical practices in its operations.

Matching Summary

TIAA is committed to helping clients find confidence in retirement.

Salary

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

Skills & Requirements

Must-have

  • Building long-lasting client relationships
  • Analyzing financial landscapes
  • Communicating complex financial solutions

Nice-to-have

  • Curiosity and problem-solving mindset
  • Constructive feedback culture
  • Empowerment and accountability

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