Wealth Management Advisor (hyannis Or Hingham, Ma)

Nuveen, a TIAA company

Hyannis, MA, US
Base: $100,000pyr - $110,000pyr; bonus/equity: not...
5+ years managing a book of business
Ability to analyze financial landscape
Strong interpersonal communication skills
Advisors at TIAA focus on deepening relationships with clients and delivering financial solutions

Job Summary

  • Advisors at TIAA focus on deepening relationships with clients and delivering financial solutions.
  • The role involves partnering with affluent clients to identify and achieve their financial goals.
  • TIAA is recognized for its commitment to diversity and ethical practices.

Matching Summary

Advisors at TIAA focus on deepening relationships with clients and delivering 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
  • Ability to analyze financial landscape
  • Strong interpersonal communication skills

Nice-to-have

  • Entrepreneurial mindset for growth
  • Ability to give and receive feedback
  • Collaboration and relationship building

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