Wealth Advisor

TIAA Jobs

Base: $80,000pyr - $95,000pyr; bonus/equity: not s...
Client relationship management
Investment strategy development
Financial analysis
The Wealth Advisor partners with clients to identify their financial goals and develop customized financial plans

Job Summary

  • The Wealth Advisor partners with clients to identify their financial goals and develop customized financial plans.
  • This role involves managing a book of business and growing it through client referrals.
  • TIAA is committed to the well-being of its associates, offering a comprehensive Total Rewards package.

Matching Summary

The Wealth Advisor partners with clients to identify their financial goals and develop customized financial plans.

Salary

Base: $80,000/yr - $95,000/yr; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Client Relationship Management
  • Investment Strategy Development
  • Financial Analysis

Nice-to-have

  • Team Collaboration
  • Continuous Improvement Mindset
  • Consultative Communication

Key Requirements

  • 3+ years financial services experience
  • Series 7, 63 and 65 (or 66) completed
  • University degree preferred

Work Rights

Not specified

Tailored Resume

Cover Letter