TIAA
Wealth Management Advisor - Fairfax, VA
Join to apply for the
Wealth Management Advisor
role at
TIAA .
Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
TIAA has been recognized as one of the world's most ethical companies and is ranked by Diversity Inc as a Top 50 Company for diversity.
We hire and develop Advisors who believe in our mission of helping clients find confidence in retirement and who personify our values.
Key Responsibilities
Partner with affluent clients to identify their financial goals, analyze their financial landscape, and develop recommendations that help them work toward well‑defined financial objectives.
Communicate complex financial solutions to clients, utilizing interpersonal communication and relationship‑building skills.
Build meaningful and long‑lasting relationships, developing and implementing appropriate financial solutions.
Obtain all required licenses within 120 days of the start date.
Qualifications
5+ years in a role with personal accountability and managing a book of business or equivalent experience.
5+ years building long‑lasting relationships with affluent clients or equivalent experience.
University degree preferred.
FINRA registrations: Series 7, Series 63, Series 65, Series 66.
Licenses and certifications: Life and Health Insurance License (Resident State) – multiple issuers required; Certified Financial Planner (CFP) preferred; Chartered Financial Analyst – Level I – CFA Institute preferred.
TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion.
Physical requirement: sedentary work.
Compensation Base Pay Range: $100,000/yr – $110,000/yr.
Actual base salary may vary based on experience, performance, and geographic location.
The competitive compensation package may include participation in incentive programs linked to performance.
Anticipated Posting End Date 2025-12-26
Company Overview Every worker deserves a secure retirement.
For more than 100 years, TIAA has delivered it for millions of people, helping educators retire with dignity and driving a market‑leading retirement company fueled by world‑class asset management.
Equal Opportunity We are an Equal Opportunity Employer.
TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Accessibility Support To complete a job application, please use one of the following options:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy TIAA maintains a drug‑free and smoke‑free workplace.
#J-18808-Ljbffr
Wealth Management Advisor
role at
TIAA .
Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
TIAA has been recognized as one of the world's most ethical companies and is ranked by Diversity Inc as a Top 50 Company for diversity.
We hire and develop Advisors who believe in our mission of helping clients find confidence in retirement and who personify our values.
Key Responsibilities
Partner with affluent clients to identify their financial goals, analyze their financial landscape, and develop recommendations that help them work toward well‑defined financial objectives.
Communicate complex financial solutions to clients, utilizing interpersonal communication and relationship‑building skills.
Build meaningful and long‑lasting relationships, developing and implementing appropriate financial solutions.
Obtain all required licenses within 120 days of the start date.
Qualifications
5+ years in a role with personal accountability and managing a book of business or equivalent experience.
5+ years building long‑lasting relationships with affluent clients or equivalent experience.
University degree preferred.
FINRA registrations: Series 7, Series 63, Series 65, Series 66.
Licenses and certifications: Life and Health Insurance License (Resident State) – multiple issuers required; Certified Financial Planner (CFP) preferred; Chartered Financial Analyst – Level I – CFA Institute preferred.
TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion.
Physical requirement: sedentary work.
Compensation Base Pay Range: $100,000/yr – $110,000/yr.
Actual base salary may vary based on experience, performance, and geographic location.
The competitive compensation package may include participation in incentive programs linked to performance.
Anticipated Posting End Date 2025-12-26
Company Overview Every worker deserves a secure retirement.
For more than 100 years, TIAA has delivered it for millions of people, helping educators retire with dignity and driving a market‑leading retirement company fueled by world‑class asset management.
Equal Opportunity We are an Equal Opportunity Employer.
TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.
Accessibility Support To complete a job application, please use one of the following options:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy TIAA maintains a drug‑free and smoke‑free workplace.
#J-18808-Ljbffr