Wealth Management Advisor - Ames, Ia

TIAA

Ames, IA, US
Building long-lasting client relationships
Analyzing financial landscapes
Communicating complex financial solutions
TIAA is committed to helping clients achieve confidence in retirement through personalized financial solutions

Job Summary

  • TIAA is committed to helping clients achieve confidence in retirement through personalized financial solutions.
  • Advisors are supported with resources to deepen client relationships and grow their practice.
  • The company values diversity and ethical practices, creating a collaborative work environment.

Matching Summary

TIAA is committed to helping clients achieve confidence in retirement through personalized financial solutions.

Skills & Requirements

Must-have

  • Building long-lasting client relationships
  • Analyzing financial landscapes
  • Communicating complex financial solutions

Nice-to-have

  • Entrepreneurial mindset for growth
  • Curiosity to uncover client needs
  • Ability to give and receive feedback

Key Requirements

  • 5+ years managing a book of business
  • FINRA Registrations: Series 7, 63, 65, 66
  • Life and Health Insurance License required

Work Rights

Not specified

Tailored Resume

Cover Letter