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The Wealth Management Advisor at TIAA partners with affluent clients to identify their financial goals and develop tailored financial solutions. They are responsible for building long-lasting relationships, communicating complex financial options, and managing a book of business to help clients achieve their objectives. Advisors must obtain necessary licenses within 120 days of starting.

The Wealth Management Advisor partners with affluent clients to identify financial goals, analyze their financial landscape, and develop recommendations to achieve their objectives. They communicate complex financial solutions, build long-lasting relationships, and maintain appropriate financial solutions. Key responsibilities include working with affluent clients, managing financial goals, and obtaining necessary licenses.