Wealth Management Advisor (waltham, Ma)

TIAA

Waltham, MA, US
Base: $48.08ph - $52.88ph; bonus/equity: not speci...
Client relationship management
Investment solutions knowledge
Time and resource management
Advisors at TIAA focus on deepening client relationships and delivering financial solutions

Job Summary

  • Advisors at TIAA focus on deepening client relationships and delivering financial solutions.
  • The role requires building long-lasting relationships with affluent clients and providing tailored financial advice.
  • TIAA is committed to diversity and offers a comprehensive benefits package to support employee well-being.

Matching Summary

Advisors at TIAA focus on deepening client relationships and delivering financial solutions.

Salary

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

Skills & Requirements

Must-have

  • Client relationship management
  • Investment solutions knowledge
  • Time and resource management

Nice-to-have

  • Constructive feedback skills
  • Entrepreneurial mindset
  • Collaboration and teamwork

Key Requirements

  • 5+ years managing a book of business
  • FINRA Registrations: Series 7, 63, 65, 66
  • Life and Health Insurance License required

Work Rights

Not specified

Tailored Resume

Cover Letter