Elite Wealth Advisor | Hybrid Work & Growth
TIAA
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Benefits offered by this job
Job summary
TIAA is seeking a Wealth Management Advisor to develop a high-quality practice, manage an established book of high-net-worth clients, and deliver tailored financial strategies with fiduciary responsibility.
The role emphasizes growing a practice, collaborating with internal specialists, and leveraging TIAA's full wealth management capabilities. A CFP/CFA track is preferred, with required licenses and a strong client-first mindset.
Qualifications
- 5+ years managing a book of business with affluent clients
- Deep knowledge of investment solutions and financial planning
- Exceptional people skills; build trust and act in clients' best interests
- Solutions-oriented with autonomy and accountability
- FINRA Series 7 and 63; Series 65 or 66; Life/Health License within 120 days of start
Responsibilities
- Partner with clients to understand goals and tailor financial strategies
- Serve as primary financial contact guiding clients through retirement
- Grow your practice by expanding relationships and leveraging TIAA capabilities
- Collaborate with internal specialists to deliver comprehensive recommendations
- Bring a thoughtful, entrepreneurial approach to practice growth
Skills
Education
Job description
TIAA is seeking a Wealth Management Advisor to develop a high-quality practice, manage an established book of high-net-worth clients, and deliver tailored financial strategies with fiduciary responsibility.
The role emphasizes growing a practice, collaborating with internal specialists, and leveraging TIAA's full wealth management capabilities. A CFP/CFA track is preferred, with required licenses and a strong client-first mindset.
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