Wealth Management Advisor-morgantown, Wv

TIAA

Morgantown, WV, US
5+ years managing a book of business
Strong client relationship building skills
Knowledge of investment solutions
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 analyzing clients' financial landscapes and developing tailored recommendations.
  • TIAA is recognized for its ethical practices and commitment to diversity.

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 client relationship building skills
  • Knowledge of investment solutions

Nice-to-have

  • Entrepreneurial mindset for growth
  • Ability to give and receive feedback
  • Collaboration and teamwork focus

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter