Elite Wealth Advisor: Grow a High-Net-Worth Practice

TIAA; Dedham (MA); Hybrid; USD 100,000 - 110,000; Full time

Job summary

TIAA is seeking a Wealth Management Advisor to build a high-quality practice by managing relationships with established high-net-worth clients. You will partner with clients to understand goals and deliver tailored financial strategies, always acting as a fiduciary in their best interests.

This role involves growing the practice, collaborating with internal specialists, and using TIAA's full wealth-management capabilities while maintaining autonomy and accountability.

Qualifications

• 5+ years of experience managing a book of business with affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Exceptional people skills and fiduciary mindset.
• Solutions-oriented mindset with impact on clients' finances.
• Licensing: FINRA Series 7/63; Series 65 or 66.
• Life and Health Insurance License required within 120 days of start date.
• Life and Health Insurance License (Resident State) Multiple Issuers preferred.
• CFP or CFA Level I; firm may cover cost and salary upgrade upon completion.

Responsibilities

• Develop a high-quality wealth management practice by managing relationships with established 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.
• Maintain autonomy and accountability while driving client-centric outcomes.

Skills

Book of business

Affluent clients

Investment solutions

Financial planning

People skills

Autonomy and accountability

FINRA Series 7/63/65/66

Life and Health Insurance License

Job description

TIAA is seeking a Wealth Management Advisor to build a high-quality practice by managing relationships with established high-net-worth clients. You will partner with clients to understand goals and deliver tailored financial strategies, always acting as a fiduciary in their best interests.

This role involves growing the practice, collaborating with internal specialists, and using TIAA's full wealth-management capabilities while maintaining autonomy and accountability.