Series 7 series 63 series 65 or 66 finra registration
3+ years financial services experience
Develop customized financial plans for clients
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TIAA is seeking a Wealth Advisor to join their team, responsible for guiding clients in achieving their financial goals through customized financial plans and investment strategies. The ideal candidate should have 3+ years of financial services experience, relevant licenses, and strong client relationship skills.
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Job Summary
The Wealth Advisor partners with clients to identify financial goals and develop recommendations that help them work towards well-defined objectives.
The role requires managing time efficiently while tailoring investment strategies to address regulatory issues, liquidity needs, and tax implications.
TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.
Matching Summary
Match Score: 75
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TIAA is seeking a Wealth Advisor to join their team, responsible for guiding clients in achieving their financial goals through customized financial plans and investment strategies. The ideal candidate should have 3+ years of financial services experience, relevant licenses, and strong client relationship skills.
**
Salary
Base: $80,000/yr - $95,000/yr; Bonus: Participation in performance-linked incentive programs possible; Benefits: Comprehensive Total Rewards including retirement and health offerings
Skills & Requirements
Must-have
Series 7 Series 63 Series 65 or 66 FINRA registration