Base salary varies by experience + location; varia...
Hybrid
5+ years managing book of business
Building relationships with affluent clients
Series 7, 63, 65, or 66 licenses
TIAA is seeking a Wealth Management Advisor in Center Valley, PA, to help affluent clients define and achieve their financial goals through personalized solutions and relationship-building. The ideal candidate should possess strong interpersonal skills, a client-centric approach, and a minimum of five years of relevant experience
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 includes a competitive variable compensation package with material upside potential linked to external sales and performance metrics.
Matching Summary
Match Score: 85
TIAA is seeking a Wealth Management Advisor in Center Valley, PA, to help affluent clients define and achieve their financial goals through personalized solutions and relationship-building. The ideal candidate should possess strong interpersonal skills, a client-centric approach, and a minimum of five years of relevant experience.
Salary
Base salary varies by experience and location; Variable compensation on external sales and book of business; Comprehensive benefits including retirement and health offerings