Wealth Management Advisor - St Louis, Mo

TIAA

St Louis, Missouri, US
Base: actual base salary may vary; bonus/equity: c...
Client relationship management
Financial solutions
Practice management strategy
Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve

Job Summary

  • Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
  • The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
  • TIAA offers a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones.

Matching Summary

Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.

Salary

Base: Actual base salary may vary; Bonus/Equity: Competitive variable compensation package with material upside potential; Benefits: Competitive compensation package may include incentive program

Skills & Requirements

Must-have

  • Client relationship management
  • Financial solutions
  • Practice management strategy
  • Retirement planning selling

Nice-to-have

  • Deeply curious
  • Entrepreneurial mindset
  • Collaborative in-office environment
  • Continuous improvement mindset

Key Requirements

  • 5+ years managing a book of business
  • 5+ years building relationships with affluent clients
  • Series 7; Series 63; Series 65; Series 66
  • Life and Health Insurance License
  • University Degree Preferred

Work Rights

Not specified

Tailored Resume

Cover Letter