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Elite Wealth Advisor: Client Portfolios & Relationships
Job in
Fairfax, Fairfax County, Virginia, 22032, USA
Listed on 2026-01-06
Listing for:
TIAA
Full Time
position Listed on 2026-01-06
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A financial services company seeks a Wealth Management Advisor to partner with affluent clients. The ideal candidate will have at least 5 years of experience managing a book of business and proven ability to build strong relationships. Responsibilities include identifying financial goals, analyzing client landscapes, and developing tailored financial solutions. The role requires certifications such as Series 7, 63, 65, or 66, with opportunities for salary increases upon obtaining relevant licenses.
Sedentary work is expected in this role.
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