Wealth Management Advisor-allentown, Pa

TIAA Jobs

Center Valley, PA, United States
Base salary varies by experience + location; varia...
In-office (collaborative environment)
5+ years managing book of business
Series 7, 63, 65, or 66 licenses
Life and health insurance license
TIAA is seeking a Wealth Management Advisor in Center Valley, PA, to deepen client relationships and provide tailored financial solutions. The ideal candidate will have over five years of experience in managing affluent client relationships and will align with TIAA's mission of ensuring secure retirements for their clients

Job Summary

  • Advisors partner with affluent clients to identify financial goals and develop recommendations for well-defined objectives.
  • TIAA offers to cover the cost of obtaining a CFP or CFA certification and increases base salary upon successful completion.
  • The role involves deepening relationships with an established client base while organically growing the practice through referrals.

Matching Summary

Match Score: 85

TIAA is seeking a Wealth Management Advisor in Center Valley, PA, to deepen client relationships and provide tailored financial solutions. The ideal candidate will have over five years of experience in managing affluent client relationships and will align with TIAA's mission of ensuring secure retirements for their clients.

Salary

Base salary varies by experience and location; Variable compensation package available based on sales and performance metrics

Skills & Requirements

Must-have

  • 5+ years managing book of business
  • Series 7, 63, 65, or 66 licenses
  • Life and Health Insurance License
  • Building relationships with affluent clients

Nice-to-have

  • CFP or CFA certification preferred
  • Entrepreneurial mindset for growth
  • Deep curiosity about client needs
  • Strong interpersonal communication skills

Key Requirements

  • University Degree
  • 5+ years experience in wealth management
  • Obtain FINRA registrations within 120 days
  • Resident State Life and Health Insurance License

Work Rights

Not specified

Tailored Resume

Cover Letter