Wealth Management Advisor - Salt Lake City, Ut

TIAA

Salt Lake City, UT, United States
Base varies by experience + location; variable com...
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 in Salt Lake City, UT, to deepen client relationships and provide tailored financial solutions. The ideal candidate will have extensive experience in relationship management and possess key financial licenses

Job Summary

  • Advisors partner with affluent clients to identify financial goals, analyze their landscape, 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 if not already held.
  • The role involves deepening relationships with an established client base and organically growing the practice through referrals to deliver financial solutions.

Matching Summary

Match Score: 85

TIAA is seeking a Wealth Management Advisor in Salt Lake City, UT, to deepen client relationships and provide tailored financial solutions. The ideal candidate will have extensive experience in relationship management and possess key financial licenses.

Salary

Base varies by experience and location; Variable compensation on external sales and book of business; Comprehensive benefits including retirement 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
  • Building relationships with affluent clients

Nice-to-have

  • CFP or CFA certification preferred
  • Entrepreneurial mindset for growth
  • Deep curiosity about client needs
  • Collaborative team environment

Key Requirements

  • University degree preferred
  • Obtain all required licenses within 120 days
  • 5+ years experience in personal accountability roles
  • FINRA registrations (Series 7, 63, 65/66)

Work Rights

Not specified

Tailored Resume

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