Strategic Wealth Advisor for Growth & Planning

Teachers Insurance and Annuity Association of America

Birmingham, AL

JOB DETAILS
SKILLS
Customer Relationship Management (CRM), Financial Services, Investment Strategy, Sales
LOCATION
Birmingham, AL
POSTED
1 day ago

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.#J-18808-Ljbffr

About the Company

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Teachers Insurance and Annuity Association of America