Elite Wealth Advisor for Affluent Clients

TIAA; Center Valley (Lehigh County); On-site; USD 100,000 - 110,000; Full time

Job summary

TIAA Wealth Management is seeking an Advisor to deepen relationships with an established client base and grow practice through referrals, delivering tailored retirement and investment solutions. The role requires Series 7/63/65/66 registrations, Life and Health licenses, CFP or CFA preferred, and obtaining all licenses within 120 days of start; base salary range $100,000–$110,000 with variable incentives.

This position emphasizes fiduciary standards, client education, and collaboration across

Qualifications

• 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; Series 63; Series 65; Series 66.
• Life and Health Insurance License (Resident State) - Multiple Issuers required.
• CFP or CFA preferred; if not, the company may cover the cost and adjust salary.

Responsibilities

• Identify financial goals, analyze client landscape, and recommend solutions.
• Communicate complex financial solutions clearly to clients.
• Build meaningful, long-lasting relationships and implement financial solutions.
• All licenses must be obtained within 120 days from start date.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement

Practice Management

Retirement Planning

Sales

Wealth Management

Education

University (Degree) Preferred

Job description

TIAA Wealth Management is seeking an Advisor to deepen relationships with an established client base and grow practice through referrals, delivering tailored retirement and investment solutions. The role requires Series 7/63/65/66 registrations, Life and Health licenses, CFP or CFA preferred, and obtaining all licenses within 120 days of start; base salary range $100,000–$110,000 with variable incentives.

This position emphasizes fiduciary standards, client education, and collaboration across