Wealth Management Advisor - St Louis, Mo

TIAA

St. Louis, MO, US
Base salary varies by experience; variable compens...
Not specified
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 St. Louis, MO, to develop client relationships and provide tailored financial solutions aimed at helping clients achieve their financial goals. The ideal candidate should possess a strong background in client relationship management and financial planning, with relevant licenses and certifications

Job Summary

  • Advisors partner with affluent clients to identify financial goals and develop recommendations for well-defined objectives.
  • All required FINRA registrations must be obtained within 120 days from the start date.
  • The role offers a competitive variable compensation package with material upside potential based on external sales and performance metrics.

Matching Summary

Match Score: 85

TIAA is seeking a Wealth Management Advisor in St. Louis, MO, to develop client relationships and provide tailored financial solutions aimed at helping clients achieve their financial goals. The ideal candidate should possess a strong background in client relationship management and financial planning, with relevant licenses and certifications.

Salary

Base salary varies by experience; Variable compensation package available; Competitive benefits including retirement and health offerings

Skills & Requirements

Must-have

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

Nice-to-have

  • Entrepreneurial mindset for growth
  • Deep curiosity about client needs
  • Strong interpersonal communication skills

Key Requirements

  • University Degree (Preferred)
  • Life and Health Insurance License
  • CFP or CFA certification (Preferred)

Work Rights

Not specified

Tailored Resume

Cover Letter