Affluent Wealth Advisor: Build Lasting Client Partnerships

TIAA; Roseland (NJ); On-site; USD 100,000 - 110,000; Full time

Job summary

TIAA is seeking a Wealth Management Advisor in Roseland, NJ to deepen relationships with affluent clients and grow a practice through referrals. The role emphasizes understanding client needs, presenting tailored financial solutions, and maintaining high ethical standards.

Ideal candidates have 5+ years of experience, relevant licenses, and a strong background in retirement planning and wealth management. The position includes comprehensive rewards and growth opportunities.

Qualifications

• University degree preferred or equivalent.
• 5+ years in a role with personal accountability and managing a book of business.
• 5+ years building long-lasting relationships with affluent clients.
• FINRA registrations: Series 7, 63, 65, 66.
• Licenses: Life and Health Insurance License; CFP preferred; CFA Level I preferred (CFP/CFA costs covered)

Responsibilities

• Identify clients' financial goals and analyze their financial landscape to develop recommendations.
• Communicate complex financial solutions to clients with strong interpersonal skills.
• Build meaningful, long-lasting relationships and implement appropriate financial solutions.
• All licenses must be obtained within 120 days from start date.

Skills

Client Relationship Management

Sales

Wealth Management

Financial Planning

Business Development

Collaboration

Consultative Communication

Retirement Planning

Practice Management

Education

University (Degree) Preferred

Job description

TIAA is seeking a Wealth Management Advisor in Roseland, NJ to deepen relationships with affluent clients and grow a practice through referrals. The role emphasizes understanding client needs, presenting tailored financial solutions, and maintaining high ethical standards.

Ideal candidates have 5+ years of experience, relevant licenses, and a strong background in retirement planning and wealth management. The position includes comprehensive rewards and growth opportunities.