Base salary varies by experience + location; varia...
5+ years managing book of business
Building relationships with affluent clients
Series 7, 63, 65, or 66 licenses
Advisors partner with affluent clients to identify financial goals and develop recommendations for well-defined objectives
Job Summary
Advisors partner with affluent clients to identify financial goals and develop recommendations for well-defined objectives.
TIAA offers to cover the cost of obtaining a CFP or CFA certification and increases base salary upon successful completion.
The role involves deepening relationships with an established client base and organically growing the practice through referrals.
Matching Summary
Advisors partner with affluent clients to identify financial goals and develop recommendations for well-defined objectives.
Salary
Base salary varies by experience and location; Variable compensation package on external sales and performance metrics; Competitive benefits including retirement program and health offerings
Skills & Requirements
Must-have
5+ years managing book of business
Building relationships with affluent clients
Series 7, 63, 65, or 66 licenses
Life and Health Insurance License
Consultative communication skills
Nice-to-have
Entrepreneurial mindset for growth
CFP or CFA certification preferred
Deep curiosity about client needs
Ability to give constructive feedback
Collaborative team environment
Key Requirements
University Degree (Preferred)
5+ years experience in personal accountability roles