Senior Wealth Advisor: Retirement & Client
Job in
Durham, Durham County, North Carolina, 27703, USA
Listed on 2026-01-12
Listing for:
TIAA
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
A leading retirement services firm in Durham is seeking an experienced Wealth Management Advisor to partner with affluent clients. You will analyze their financial needs and provide tailored advice, ensuring they achieve their financial objectives. The ideal candidate has over 5 years of experience in client management and must possess relevant licenses.
This role offers competitive compensation and a supportive environment for professional growth.
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Position Requirements
10+ Years
work experience
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