TIAA
Wealth Advisor: Strategic Financial Growth Partner
TIAA, White Plains, New York, United States
A financial services firm is seeking a Wealth Advisor in White Plains, NY, to partner with clients in identifying financial goals and analyzing their landscape. The role requires managing a book of business, developing tailored investment strategies, and ensuring compliance with financial regulations. Candidates should have a university degree and 3+ years in financial services, with completion of specific certifications. A competitive salary is offered, reflective of experience and performance.
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