Wealth Management Advisor - Sherman Oaks, Ca

TIAA Jobs

Sherman Oaks, CA, US
Base: $100,000pyr - $110,000pyr; bonus/equity: not...
5+ years managing a book of business
Strong client relationship management skills
Ability to communicate complex financial 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 role involves partnering with affluent clients to identify financial goals and develop tailored solutions.
  • TIAA is committed to the well-being of associates, offering a comprehensive Total Rewards package.

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
  • Strong client relationship management skills
  • Ability to communicate complex financial solutions

Nice-to-have

  • Entrepreneurial mindset for growth
  • Collaborative team environment
  • Commitment to diversity and ethics

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