Wealth Management Advisor (Portsmouth, NH OR Andover, MA)

Wealth Management Advisor at TIAA, supported with a robust array of resources and solutions, deepening relationships with affluent clients and growing their practice through referrals to deliver financial solutions.

Requirements

• Deeply curious with a demonstrated ability to uncover the needs of the client.
• Giving and receiving constructive feedback are hallmarks of your character.
• Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
• Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
• Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
• Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client's unique scenario, and unwavering work ethic.

Benefits

• Superior retirement program
• Competitive health and wellness offerings
• Work life offerings