Wealth Management Advisor (waltham, Ma)

TIAA Jobs

Waltham, MA, US
Base: $48.08ph - $52.88ph; bonus/equity: not speci...
5+ years managing a book of business
Strong client relationship management skills
Ability to communicate complex financial 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 requires building meaningful relationships and developing appropriate financial solutions.
  • TIAA is recognized for its ethical practices and commitment to diversity.

Matching Summary

Advisors at TIAA deepen relationships with clients and grow their practice through referrals.

Salary

Base: $48.08/hr - $52.88/hr; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • 5+ years managing a book of business
  • Strong client relationship management skills
  • Ability to communicate complex financial solutions

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter