About this role
Wealth Management Advisor at Tiaa. Location: New York, New York, United States. Role: managing practice, advising clients, growing practice Requirements: 5+ years managing a book of affluent clients; deep investment and financial planning knowledge; Series 7 and 63 and Series 65 or 66; Life & Health insurance license within 120 days; CFP/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 Commitment: Full Time Workplace: Hybrid Languages: English