Wealth Management Advisor- Fairfax, VA
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 recommend tailored wealth and retirement strategies. The role focuses on deepening long-term client relationships and growing a book of business through referrals and ongoing service. Advisors leverage TIAA resources and collaborate across teams to help clients achieve confidence in retirement.
Required Skills
- Business Development
- Client Relationships
- Collaboration
- Consultative Communication
- Continuous Improvement
- Practice Management
- Prioritization
- Retirement Planning
- Sales
- Product Acumen
+2 more
Qualifications
- University Degree
- Series 7
- Series 63
- Series 65
- Series 66
- Life & Health Insurance License
- CFP
- 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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