Wealth Management Advisor- Fairfax, VA

TIAA
Washington, VA
Category Accounting
Job Description
We are seeking a Wealth Management Advisor to partner with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well-defined financial objectives.

Requirements

  • Deeply curious with a demonstrated ability to uncover the needs of the client
  • Giving and receiving constructive feedback are hallmarks of your character
  • Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star
  • Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients
  • Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth
  • Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client's unique scenario, and unwavering work ethic
  • Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance

Benefits

  • Superior retirement program
  • Competitive health, wellness and work life offerings
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