Wealth Management Advisor - Coralville, Ia

TIAA Jobs

Coralville, IA, US
Base: $100,000pyr - $110,000pyr; bonus/equity: not...
5+ years managing a book of business
Ability to build relationships with affluent clients
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 company is recognized for its ethical standards and commitment to diversity.
  • TIAA offers a comprehensive Total Rewards package to support the well-being of associates.

Matching Summary

Advisors at TIAA deepen relationships with clients and grow their practice through referrals.

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 build relationships with affluent clients
  • Knowledge of investment solutions

Nice-to-have

  • Curiosity in uncovering client needs
  • Constructive feedback skills
  • Entrepreneurial mindset for growth

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