Wealth Management Advisor-radnor, Pa, Philadelphia, Pa, State College, Pa
TIAA Jobs
Radnor, PA, United States
Base salary varies by experience + location; varia...
Not specified
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 who will deepen client relationships and grow their practice through referrals, while providing tailored financial solutions. The role requires 5+ years of experience in wealth management, strong relationship-building skills, and various financial licenses. TIAA emphasizes a culture of integrity, collaboration, and a commitment to diversity
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 includes a competitive variable compensation package with material upside potential linked to external sales and performance metrics.
Matching Summary
Match Score: 85
TIAA is seeking a Wealth Management Advisor who will deepen client relationships and grow their practice through referrals, while providing tailored financial solutions. The role requires 5+ years of experience in wealth management, strong relationship-building skills, and various financial licenses. TIAA emphasizes a culture of integrity, collaboration, and a commitment to diversity.
Salary
Base salary varies by experience and location; Variable compensation on external sales and book of business; Comprehensive benefits including retirement program and health offerings