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Investment Advisor

2 months ago

Charlottesville, Virginia, United States Teachers Insurance and Annuity Association - TIAA Full time

Role Overview:
As an Investment Advisor, you will provide expert guidance to clients regarding their retirement plans, tax-advantaged investment vehicles, and various financial products available to enhance their wealth.

Key Responsibilities:
1. Offer personalized advice on pension schemes and investment strategies to help clients optimize their financial portfolios.
2. Educate clients on the benefits and features of new financial products, including retail mutual funds.
3. Facilitate the acquisition of investment options that align with clients' financial goals.

Qualifications:
Strong background in financial consulting, client relationship management, and investment planning is essential for success in this role.