Elite Wealth Advisor for High-Net-Worth Clients (Hybrid)

TIAA; New York (NY); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Hybrid-flex work arrangements

Tuition reimbursement

Top-tier retirement plan

Professional development resources

Job summary

TIAA is seeking a Wealth Management Advisor to build and manage a robust practice with high-net-worth clients in New York. You will serve as the primary financial contact, delivering tailored financial strategies and guiding clients into retirement.

You will collaborate with internal specialists, expand relationships, and drive growth through entrepreneurial behavior while maintaining fiduciary responsibility. This is a role with competitive incentives tied to performance.

Qualifications

• 5+ years of experience managing a book of business and building long-lasting relationships with affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Exceptional people skills and fiduciary client focus.
• Solutions-oriented mindset with impact on clients' financial lives.
• Autonomy with accountability.
• Licensing: FINRA Series 7 and Series 63; Series 65 or 66; Life & Health Insurance License (all licenses must be obtained within 120 days).
• Preferred: CFP or CFA Level I; TIAA covers cost and boosts base salary.

Responsibilities

• Develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients.
• Partner with clients to understand goals and deliver tailored financial strategies as fiduciary.
• Grow your practice by expanding relationships and leveraging TIAA's wealth management capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs.

Skills

People skills

Relationship management

Financial planning

Solutions-oriented

Autonomy & accountability

Education

FINRA Series 7

FINRA Series 63

FINRA Series 65 or 66

Life & Health Insurance License

CFP or CFA Level I

Tools

Series 7

Job description

TIAA is seeking a Wealth Management Advisor to build and manage a robust practice with high-net-worth clients in New York. You will serve as the primary financial contact, delivering tailored financial strategies and guiding clients into retirement.

You will collaborate with internal specialists, expand relationships, and drive growth through entrepreneurial behavior while maintaining fiduciary responsibility. This is a role with competitive incentives tied to performance.