About this role
Wealth Management Advisor at Tiaa. Location: Dallas or Frisco. Role: managing relationships, advising clients, growing practice Requirements: 5+ years managing a book of affluent clients; deep investment and financial planning knowledge; FINRA Series 7 & 63 and Series 65 or 66; life & health insurance license within 120 days; CFP or CFA preferred; strong client relationship and sales skills. Category: Sales Seniority: Senior Level Certifications: series 7, series 63, series 65, series 66, life and health insurance, cfp, cfa level i Commitment: Full Time Workplace: Hybrid Languages: English