About this role
Wealth Advisor at Tiaa. Location: Pasadena or San Diego or Portland or Phoenix or Palo Alto or Seattle or Bellevue. Role: managing time, tailoring strategies, growing book Requirements: 3+ years financial services experience; Series 7, 63 and 65 (or 66) to be completed within 120 days of start; university degree preferred; client relationship, investment strategy, and sales experience. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7, series 63, series 65, series 66 Commitment: Full Time Workplace: Onsite Languages: English