Strategic Wealth Advisor for Client Growth
Retirement Resource Center, LLC.
The Wealth Advisor at TIAA partners with clients to identify financial goals, analyze their landscape and develop tailored recommendations. This role emphasizes collaboration with a team to grow the book through referrals and value-added services. Requirements include 3+ years in financial services, Series 7/63/65 (or 66) within 120 days, and a university degree; 5+ years preferred. Base salary ranges and incentives accompany the package in a dynamic, in-office environment. #J-18808-Ljbffr Retirement Resource Center, LLC.
Vacancy posted 4 days ago
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