Wealth Management Advisor - Minneapolis, Mn

TIAA

Minneapolis, MN, US
Base: $100,000pyr - $110,000pyr; bonus/equity: not...
5+ years managing a book of business
Strong interpersonal communication skills
Ability to analyze financial landscapes
TIAA is dedicated to helping clients find confidence in retirement through tailored financial solutions

Job Summary

  • TIAA is dedicated to helping clients find confidence in retirement through tailored financial solutions.
  • Wealth Management Advisors build long-lasting relationships with affluent clients to achieve their financial goals.
  • The company values diversity and ethical practices, fostering a culture of empowerment and accountability.

Matching Summary

TIAA is dedicated to helping clients find confidence in retirement through tailored financial solutions.

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
  • Strong interpersonal communication skills
  • Ability to analyze financial landscapes

Nice-to-have

  • Entrepreneurial mindset for growth
  • Collaborative team environment
  • Commitment to continuous improvement

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