Wealth Management Advisor-morgantown, Wv

TIAA Jobs

Morgantown, WV, USA
5+ years managing a book of business
Strong client relationship management skills
Knowledge of investment solutions
Advisors at TIAA build relationships with affluent clients to deliver tailored financial solutions

Job Summary

  • Advisors at TIAA build relationships with affluent clients to deliver tailored financial solutions.
  • The company is recognized for its ethical practices and commitment to diversity.
  • TIAA offers a competitive compensation package with opportunities for professional development.

Matching Summary

Advisors at TIAA build relationships with affluent clients to deliver tailored financial solutions.

Skills & Requirements

Must-have

  • 5+ years managing a book of business
  • Strong client relationship management skills
  • Knowledge of investment solutions

Nice-to-have

  • Entrepreneurial mindset for growth
  • Ability to give and receive feedback
  • Collaborative team environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter