Wealth Advisor: Strategy, Growth & Planning

TIAA; Fairfax (VA); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Superior retirement program

Highly competitive health offerings

Comprehensive wellness programs

Job summary

A financial services company in Virginia seeks a Wealth Advisor to partner with clients in achieving their financial goals. Responsibilities include developing tailored investment strategies and managing client relationships to exceed sales targets. Candidates should possess a university degree and relevant FINRA registrations. This role offers an annual base pay ranging from $80,000 to $95,000, with additional incentive programs.

Qualifications

• 3+ years of experience in financial advisory required.
• Ability to develop and implement financial strategies.
• Sedentary work involved, with efficient time management.

Responsibilities

• Manage time and resources effectively.
• Tailor investment strategies to clients' needs.
• Perform investment research to inform clients.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Prioritizes Effectively

Retirement Planning Selling

Continuous Improvement Mindset

Education

University (Degree) Preferred

Tools

FINRA Registrations: Series 7

FINRA Registrations: Series 63

FINRA Registrations: Series 65

FINRA Registrations: Series 66

Job description

A financial services company in Virginia seeks a Wealth Advisor to partner with clients in achieving their financial goals. Responsibilities include developing tailored investment strategies and managing client relationships to exceed sales targets. Candidates should possess a university degree and relevant FINRA registrations. This role offers an annual base pay ranging from $80,000 to $95,000, with additional incentive programs.