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TIAA · 13 hours ago

Wealth Management Advisor-Allentown, PA

Center Valley, PA

Full-time

Onsite

Senior Level

5+ years exp

TIAA is a market-leading retirement company with over 100 years of experience in delivering financial security. They are seeking a Wealth Management Advisor to partner with affluent clients, identify their financial goals, and develop tailored financial solutions to help them achieve their objectives.

FinanceFinancial ServicesLife Insurance

Comp. & Benefits

Responsibilities

The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives

Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills

Builds meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions

All licenses must be obtained within 120 days from start date

Qualification

Client Relationship ManagementWealth ManagementFinancial PlanningBusiness DevelopmentConsultative CommunicationSalesContinuous Improvement MindsetPractice Management StrategyPrioritizes EffectivelyRetirement Planning SellingTIAA Products/Services AcumenWealth Due DiligenceCollaboration