Wealth Management Advisor-richmond, Va, Charlottesville, Va ,charlotte, Nc
TIAA
Richmond, VA, US
Base salary varies by experience + location; varia...
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5+ years managing book of business
Building relationships with affluent clients
Deep curiosity uncovering client needs
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TIAA is seeking a Wealth Management Advisor to deepen relationships with affluent clients and provide tailored financial solutions. The role requires a strong background in client relationship management, financial planning, and an entrepreneurial mindset to drive growth.
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Job Summary
Advisors at TIAA deepen relationships with an established base of clients and organically grow their practice through referrals.
The role requires partners to identify financial goals, analyze the financial landscape, and develop recommendations for affluent clients.
TIAA offers a competitive variable compensation package with material upside potential and covers the cost of obtaining CFP or CFA certifications.
Matching Summary
Match Score: 75
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TIAA is seeking a Wealth Management Advisor to deepen relationships with affluent clients and provide tailored financial solutions. The role requires a strong background in client relationship management, financial planning, and an entrepreneurial mindset to drive growth.
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Salary
Base salary varies by experience and location; Variable compensation on external sales and book of business; Comprehensive benefits including retirement program and health offerings