Wealth Management Advisor - Ames, Ia

Nuveen, a TIAA company

Ames, IA, US
5+ years managing a book of business
Strong interpersonal communication skills
Ability to analyze financial landscapes
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 identifying financial goals and developing tailored recommendations for affluent clients.
  • 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.

Skills & Requirements

Must-have

  • 5+ years managing a book of business
  • Strong interpersonal communication skills
  • Ability to analyze financial landscapes

Nice-to-have

  • Entrepreneurial mindset
  • Commitment to diversity and ethics
  • Collaborative in-office environment

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter