Financial Planning Advisor - Seattle, WA
TIAA · Seattle, WA - 4328 Brooklyn Avenue NE · All 124 TIAA jobs
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Required skills
- The advert names no specific required skill
Nice to have
- Tax
- Administration
- Communication Skills
- Business Development
- Process Improvement
- Due Diligence
About the job
Financial Planning Advisor Supported with a robust array of resources and solutions, the Financial Planning Advisor partners with an Executive Wealth Management Advisor as part of a team to identify the financial goals of our clients, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Financial Planning Advisor partners with their team to grow their collective book through client referrals.
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Source: TIAA's careers site
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