Wealth Management Advisor - San Antonio, Tx

TIAA

San Antonio, TX, US
5+ years managing a book of business
Strong interpersonal communication skills
Ability to analyze financial landscapes
Advisors at TIAA deepen relationships with clients and grow their practice through referrals

Job Summary

  • Advisors at TIAA deepen relationships with clients and grow their practice through referrals.
  • The role involves developing recommendations to help affluent clients achieve financial objectives.
  • TIAA offers a competitive compensation package with variable compensation linked to performance.

Matching Summary

Advisors at TIAA deepen relationships with clients and grow their practice through referrals.

Skills & Requirements

Must-have

  • 5+ years managing a book of business
  • Strong interpersonal communication skills
  • Ability to analyze financial landscapes

Nice-to-have

  • Entrepreneurial mindset for growth
  • Collaboration and teamwork
  • Continuous improvement mindset

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter