Base salary varies by experience; variable compens...
Not specified (assumed in-office based on company culture description)
5+ years managing book of business
Series 7, 63, 65, or 66 licenses
Building relationships with affluent clients
TIAA is seeking a Wealth Management Advisor in Salt Lake City, UT, to deepen client relationships and provide tailored financial solutions. The ideal candidate will possess strong interpersonal skills, a client-focused mindset, and a proven track record in managing affluent clients
Job Summary
Advisors partner with affluent clients to identify financial goals and develop recommendations for well-defined objectives.
The company offers a competitive variable compensation package with material upside potential based on sales and performance metrics.
TIAA is recognized as one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity.
Matching Summary
Match Score: 85
TIAA is seeking a Wealth Management Advisor in Salt Lake City, UT, to deepen client relationships and provide tailored financial solutions. The ideal candidate will possess strong interpersonal skills, a client-focused mindset, and a proven track record in managing affluent clients.
Salary
Base salary varies by experience; Variable compensation on external sales and book of business; Comprehensive benefits including retirement and health offerings