Wealth Management Advisor-Bethesda, MD
TIAA(1 month ago)
About this role
A Wealth Management Advisor at TIAA partners with affluent clients to identify financial goals, analyze their financial landscape, and develop tailored recommendations to help them pursue well-defined objectives. The role focuses on deepening client relationships, growing a book of business through referrals, and advancing clients’ confidence in retirement using TIAA’s resources and solutions.
Required Skills
- Business Development
- Client Management
- Collaboration
- Consultative Communication
- Continuous Improvement
- Practice Management
- Prioritization
- Retirement Planning
- Sales
- Product Knowledge
+2 more
Qualifications
- University Degree
- Series 7
- Series 63
- Series 65
- Series 66
- Life and Health Insurance License
- Certified Financial Planner (CFP)
- Chartered Financial Analyst (CFA) Level I
About TIAA
tiaa.orgAt TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.
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