Strategic Wealth Advisor & Planning
Job in
Birmingham, Jefferson County, Alabama, 35275, USA
Listed on 2026-06-18
Listing for:
Teachers Insurance and Annuity Association of America
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A leading financial services organization is looking for a Wealth Advisor who will collaborate with clients to align their financial goals with actionable investment strategies. The ideal candidate will have at least 3 years of financial services experience and requisite FINRA registrations. This role involves managing client relationships, tailoring investment strategies to individual client needs, and contributing to team sales through client referrals.
A university degree is preferred, and a solid benefits package is offered.
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