Wealth Management Advisor - Coralville, Ia

Nuveen, a TIAA company

Coralville, IA, US
Base: $100,000pyr - $110,000pyr; bonus/equity: not...
5+ years managing a book of business
Ability to build relationships with affluent clients
Knowledge of investment solutions
Advisors at TIAA help clients achieve financial goals and confidence in retirement

Job Summary

  • Advisors at TIAA help clients achieve financial goals and confidence in retirement.
  • The role involves building long-lasting relationships and implementing tailored financial solutions.
  • TIAA is committed to diversity and offers a comprehensive benefits package to support associates' well-being.

Matching Summary

Advisors at TIAA help clients achieve financial goals and confidence in retirement.

Salary

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

Skills & Requirements

Must-have

  • 5+ years managing a book of business
  • Ability to build relationships with affluent clients
  • Knowledge of investment solutions

Nice-to-have

  • Curiosity to uncover client needs
  • Entrepreneurial mindset for growth
  • Collaborative and accountable environment

Key Requirements

  • FINRA Series 7, 63, 65, or 66
  • Life and Health Insurance License
  • CFP or CFA preferred

Work Rights

Not specified

Tailored Resume

Cover Letter