Wealth Management Advisor - Northern VA

Financial Services Manage assigned individual relationships with high net worth clients across all products and services focusing on building book of business and retaining assets
Build and solidify client relationships pre and post retirement through a distinctive experience that leverages the unique value proposition of the Wealth Management Group’s business
Serves as TIAA’s primary point of contact for High Net Worth and affluent clients and institutional key influencers

 


Bachelors degree
NASD Series 7 and 66 (or combination of 63 and 65) and appropriate State insurance licenses
Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Mutual Fund Consultant (CMFC), preferred
Minimum of 5 years of experience in financial sales capacity providing financial planning services to high net worth clients
Proven track record in generating sales and managing relationships with high net worth clients, including broad technical skills in retirement products, general investment matters and applicable tax and estate planning issues
Demonstrated experience understanding a client's unique financial situation, providing appropriate advice and solutions, and exhibiting financial leadership.
Excellent interpersonal skills and client face-to-face relationship building skills as well as a team player
Experience with client relationship management (CRM) systems
Valid U.S. driver’s license may be required. Regional and local travel required