Wealth Management Advisor - Coralville, Ia

TIAA

Coralville, IA, US
Base: $100,000pyr - $110,000pyr; bonus/equity: not...
Building long-lasting client relationships
Analyzing financial landscapes
Developing financial solutions
TIAA is committed to helping clients find confidence in retirement

Job Summary

  • TIAA is committed to helping clients find confidence in retirement.
  • The role involves partnering with affluent clients to achieve their financial goals.
  • TIAA offers a comprehensive Total Rewards package for associates.

Matching Summary

TIAA is committed to helping clients find confidence in retirement.

Salary

Base: $100,000/yr - $110,000/yr; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Building long-lasting client relationships
  • Analyzing financial landscapes
  • Developing financial solutions

Nice-to-have

  • Entrepreneurial mindset
  • Collaborative team environment
  • Constructive feedback culture

Key Requirements

  • 5+ years managing a book of business
  • FINRA Registrations Series 7, 63, 65, 66
  • Life and Health Insurance License required

Work Rights

Not specified

Tailored Resume

Cover Letter