About this opportunity
TIAA lists this Strategic Wealth Advisor for Affluent Clients opportunity in stamford, Connecticut. Review the employer’s description below for duties, qualifications and application requirements.
Job description
TIAA is seeking a Wealth Management Advisor in Stamford to develop a high-quality practice by managing an established book of high-net-worth clients. You will partner with clients, deliver tailored strategies, and guide them from accumulation to retirement, while expanding relationships with TIAA's wealth management capabilities.
The role requires 5+ years of experience with affluent clients, deep investment and financial planning knowledge, and active licenses (Series 7/63/65/66 and
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Who can apply
Review the original listing for work authorization, qualifications and employer requirements.