Affluent Wealth Advisor—Grow Relationships & Impact

TIAA; Andover (MA); On-site; USD 100,000 - 110,000; Full time

Job summary

TIAA is hiring a Wealth Management Advisor to deepen relationships with affluent clients and grow the practice through referrals, delivering tailored financial solutions and retirement planning guidance. This role emphasizes client discovery, clear communication of complex solutions, and proactive wallet growth.

Ideal candidates hold multiple financial licenses (Series 7/63/65/66, CFP or CFA preferred) and a track record managing a book of business with a client-centered approach.

Qualifications

• 5+ years in a role with personal accountability and managing a book of business.
• 5+ years building long lasting relationships with affluent clients or equivalent experience.

Responsibilities

• The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
• Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
• Builds meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions.
• All licenses must be obtained within 120 days from start date.

Skills

Client discovery

Relationship management

Communication skills

Investment solutions

Planning proficiency

Time management

Entrepreneurial mindset

Education

University degree preferred

FINRA Series 7/63/65/66

Life and Health Insurance License

CFP - Certified Financial Planner

CFA - Level I

Job description

TIAA is hiring a Wealth Management Advisor to deepen relationships with affluent clients and grow the practice through referrals, delivering tailored financial solutions and retirement planning guidance. This role emphasizes client discovery, clear communication of complex solutions, and proactive wallet growth.

Ideal candidates hold multiple financial licenses (Series 7/63/65/66, CFP or CFA preferred) and a track record managing a book of business with a client-centered approach.