Wealth Management Advisor- Fairfax, Va

TIAA

Fairfax, Virginia, United States
Base: $100,000pyr - $110,000pyr; bonus: pyrticipyt...
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5+ years managing book of business
Deep curiosity for client needs
Entrepreneurial mindset for growth
** TIAA is seeking a Wealth Management Advisor in Fairfax, Virginia, to deepen relationships with affluent clients and provide tailored financial solutions. The ideal candidate should have substantial experience in client relationship management, a strong sales background, and a commitment to TIAA's mission of helping clients achieve financial security. **

Job Summary

  • The role involves partnering with affluent clients to identify financial goals and develop tailored recommendations.
  • TIAA is recognized as one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity.
  • Successful candidates will thrive in an empowered environment that encourages learning from mistakes to drive performance.

Matching Summary

Match Score: 75

** TIAA is seeking a Wealth Management Advisor in Fairfax, Virginia, to deepen relationships with affluent clients and provide tailored financial solutions. The ideal candidate should have substantial experience in client relationship management, a strong sales background, and a commitment to TIAA's mission of helping clients achieve financial security. **

Salary

Base: $100,000/yr - $110,000/yr; Bonus: Participation in incentive programs linked to performance; Benefits: Comprehensive Total Rewards including retirement program and health offerings

Skills & Requirements

Must-have

  • 5+ years managing book of business
  • Deep curiosity for client needs
  • Entrepreneurial mindset for growth
  • Strong interpersonal communication skills
  • Ability to diagnose client financial scenarios

Nice-to-have

  • Giving and receiving constructive feedback
  • Collaborative team environment
  • Continuous improvement mindset
  • Ethical leadership values
  • Diversity and inclusion focus

Key Requirements

  • Series 7, 63, 65, or 66 FINRA registrations
  • Life and Health Insurance License required
  • University degree preferred
  • CFP or CFA certification preferred
  • Obtain all licenses within 120 days

Work Rights

Not specified

Tailored Resume

Cover Letter