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Wealth Management Advisor - Minneapolis - St PaulTiaa-cref - Saint Paul, MN* Manage assigned individual relationships with high net worth clients across all products and services focusing on building book of business and retaining assets * Build and solidify client relationships pre and post retirement through a distinctive experience that leverages the unique value proposition of the Wealth Management Groups business * Serves as TIAAs primary point of contact for High Net Worth and affluent clients and institutional influencers * Bachelors degree or equivalent relevant experience * NASD Series 7 required. Series 66 (or combination of 63 and 65) and appropriate State insurance licenses preferred * Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Mutual Fund Consultant (CMFC), preferred * Minimum of 5 years of experience in financial...originally from Job.com - More Tools...
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Tiaa-cref
124 Mount Auburn St
Cambridge, MA 02138
617-876-5127
| Company Type | Private |
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