Teams at TIAA

Manage and grow a high-net-worth client book by delivering tailored financial strategies, acting as primary fiduciary contact, collaborating with specialists, and proactively expanding relationships through sales and practice development.

Partner with affluent clients to identify financial goals, analyze their financial landscape, and develop tailored recommendations. Build and deepen long-term client relationships, communicate complex financial solutions, manage a book of business, grow practice through referrals, and obtain required licenses and FINRA registrations.

The Wealth Advisor assists clients in achieving their financial goals through tailored investment strategies, resource management, and client development. They work in a team to grow the business and maintain client relationships while analyzing financial landscapes and providing up-to-date financial guidance.