Wealth Management Advisor - San Antonio, Tx

TIAA Jobs

San Antonio, TX, US
5+ years managing a book of business
Strong client relationship management skills
Ability to communicate complex financial solutions
Advisors at TIAA focus on deepening client relationships and delivering tailored financial solutions

Job Summary

  • Advisors at TIAA focus on deepening client relationships and delivering tailored financial solutions.
  • The role requires building long-lasting relationships with affluent clients and developing appropriate financial strategies.
  • TIAA is committed to providing a supportive environment that fosters professional growth and ethical practices.

Matching Summary

Advisors at TIAA focus on deepening client relationships and delivering tailored financial solutions.

Skills & Requirements

Must-have

  • 5+ years managing a book of business
  • Strong client relationship management skills
  • Ability to communicate complex financial solutions

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter