Wealth Management Advisor- Chapel Hill, Nc

TIAA Jobs

Durham, NC, USA
Base: $100,000pyr - $110,000pyr; bonus/equity: pyr...
Hybrid (in-office collaboration expected)
5+ years managing book of business
Series 7 series 63 series 65 or 66 licenses
Life and health insurance license
TIAA is seeking a Wealth Management Advisor in Chapel Hill, NC, to strengthen client relationships and provide tailored financial solutions. The ideal candidate will have extensive experience in managing affluent client portfolios and possess strong interpersonal skills, while enjoying a supportive company culture focused on ethical practices and diversity

Job Summary

  • Advisors partner with affluent clients to identify financial goals and develop recommendations for well-defined objectives.
  • TIAA is recognized as one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity.
  • The role offers a competitive compensation package including base salary, performance-linked incentives, and comprehensive benefits.

Matching Summary

Match Score: 85

TIAA is seeking a Wealth Management Advisor in Chapel Hill, NC, to strengthen client relationships and provide tailored financial solutions. The ideal candidate will have extensive experience in managing affluent client portfolios and possess strong interpersonal skills, while enjoying a supportive company culture focused on ethical practices and diversity.

Salary

Base: $100,000/yr - $110,000/yr; Bonus/Equity: Participation in annual discretionary incentive programs; Benefits: Superior retirement program and health offerings

Skills & Requirements

Must-have

  • 5+ years managing book of business
  • Series 7 Series 63 Series 65 or 66 licenses
  • Life and Health Insurance License
  • Deep curiosity uncovering client needs
  • Entrepreneurial mindset for practice growth

Nice-to-have

  • Certified Financial Planner CFP certification
  • Chartered Financial Analyst Level I
  • Giving and receiving constructive feedback
  • Collaborative team environment
  • Ethical company culture values

Key Requirements

  • University Degree preferred
  • 5+ years building relationships with affluent clients
  • Obtain FINRA registrations within 120 days
  • Resident Life and Health Insurance License required
  • CFP or CFA certification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter