Affluent Wealth Advisor & Financial Planner

Nuveen; Shawsheen Village (MA); On-site; USD 100,000 - 110,000; Full time

Job summary

TIAA is seeking a Wealth Management Advisor (T) to partner with affluent clients, analyze their financial landscape, and develop recommendations to help achieve defined objectives. You will communicate complex financial solutions and build meaningful, long‑lasting relationships.

All licenses must be obtained within 120 days from start date. The base salary ranges from $100,000 to $110,000 per year, with additional incentive opportunities based on performance.

Qualifications

• University degree preferred
• Experience in managing a book of business or affluent clients is expected
• Licenses in Series 7/63/65/66 and Life/Health insurance are preferred

Responsibilities

• Identify clients' financial goals and analyze their financial landscape to develop recommendations
• Communicate complex financial solutions and build long‑lasting client relationships
• Provide wealth management guidance and applicable financial solutions to meet client objectives
• Acquire required licenses within 120 days of start date

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement Mindset

Practice Management Strategy

Prioritizes Effectively

Retirement Planning Selling

Sales

TIAA Products/Services Acumen

Wealth Due Diligence

Wealth Management

Education

University degree preferred

Job description

TIAA is seeking a Wealth Management Advisor (T) to partner with affluent clients, analyze their financial landscape, and develop recommendations to help achieve defined objectives. You will communicate complex financial solutions and build meaningful, long‑lasting relationships.

All licenses must be obtained within 120 days from start date. The base salary ranges from $100,000 to $110,000 per year, with additional incentive opportunities based on performance.