Series 7 series 63 series 65 or 66 finra registration
3+ years financial services experience
Client financial goal analysis and planning
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TIAA is seeking a Wealth Advisor to help clients achieve their financial goals through tailored investment strategies and solid financial planning. The ideal candidate will have a background in financial services, strong client relationship management skills, and the necessary FINRA registrations.
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Job Summary
The Wealth Advisor partners with clients to identify financial goals and develop customized recommendations for well-defined objectives.
Team members grow their collective book of business by identifying value-add products and developing additional business through referrals.
TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.
Matching Summary
Match Score: 75
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TIAA is seeking a Wealth Advisor to help clients achieve their financial goals through tailored investment strategies and solid financial planning. The ideal candidate will have a background in financial services, strong client relationship management skills, and the necessary FINRA registrations.
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Salary
Base: $80,000/yr - $95,000/yr; Bonus: Participation in performance-linked incentive programs; Benefits: Comprehensive Total Rewards including retirement and health offerings
Skills & Requirements
Must-have
Series 7 Series 63 Series 65 or 66 FINRA registration