Independent Associate Wealth Management Advisor - Denver, CO/Lewisville - (Charlotte, NC)
Job summary COMPANY OVERVIEW: Since 1918, it has been TIAA s mission to serve, our expertise to perform and the values we embrace that make us a different kind of financial services organization. We re dedicated to serving the financial needs of those in the academic, medical, cultural, governmental and research fields, and committed to helping make lifetime financial well-being possible for them. By building a culture that allows all employees to contribute their unique talents and skills, we re able to provide our customers with fresh ideas and distinct perspectives to help them achieve their goals. We believe a diverse and inclusive workforce is 1 of our greatest strengths and a key measure of our success*. For more info about TIAA, visit our website. CRITICAL RESPONSIBILITIES AND DUTIES: Serve as TIAA's primary relationship manager for affluent clients.
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From TopUSAJobs - 1 month ago