Wealth Management Advisor- Chapel Hill, Nc

TIAA

Chapel Hill, NC, US
Base: $100,000pyr - $110,000pyr; bonus/equity: not...
5+ years managing a book of business
Strong client relationship management skills
Knowledge of investment 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 developing financial solutions tailored to affluent clients' needs.
  • TIAA offers a comprehensive Total Rewards package to support associates' well-being.

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
  • Knowledge of investment solutions

Nice-to-have

  • Entrepreneurial mindset for growth
  • Ability to learn from mistakes
  • Commitment to diversity and ethics

Key Requirements

  • University degree preferred
  • FINRA Registrations Series 7, 63, 65, 66
  • Life and Health Insurance License required

Work Rights

Not specified

Tailored Resume

Cover Letter