About this role
Role Overview
- Partner with Wealth Management Advisors in delivering client service and supporting high-net worth clients
- Manage responsibilities for a book of assigned clients
- Support implementation of financial plan recommendations
- Build meaningful relationships while supporting advisors to implement TIAA advice and planning
Requirements
- University (Degree) Preferred
- 2+ Years Required; 3+ Years Preferred
- FINRA Registrations: Series 7; Series 63; Series 65; Series 66
- Life and Health Insurance License (Resident State) required within 120 Days
Benefits
- Superior retirement program
- Highly competitive health offerings
- Wellness programs
- Work-life offerings