Elite Wealth Advisor Affluent Clients
Listed on 2026-10-14
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales
Location: Center Valley
TIAA Wealth Management is seeking an Advisor to deepen relationships with an established client base and grow practice through referrals, delivering tailored retirement and investment solutions. The role requires Series 7/63/65/66 registrations, Life and Health licenses, CFP or CFA preferred, and obtaining all licenses within 120 days of start; base salary range $100,000–$110,000 with variable incentives.
This position emphasizes fiduciary standards, client education, and collaboration across
Step into the Elite Wealth Advisor for Affluent Clients role at TIAA in Center Valley, Lehigh County, United States and grow with us.
Join us at TIAA as our next Elite Wealth Advisor for Affluent Clients in Center Valley, Lehigh County, United States.
We are currently recruiting a Elite Wealth Advisor for Affluent Clients for our team in Center Valley, Lehigh County, United States.
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