High-Net-Worth Wealth Advisor | Growth & Retirement Strategy

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

Benefits offered by this job

Hybrid-flex work

Top-tier retirement plan

Professional development

Job summary

TIAA seeks a Wealth Management Advisor to develop a high-quality practice by managing relationships with an established book of high-net-worth clients. You will act as fiduciary, deliver tailored financial strategies, and guide clients to retirement while growing the practice across internal specialists.

This sales-focused role offers base salary plus a competitive variable incentive tied to performance and book growth, with a comprehensive benefits package and hybrid work options to support

Qualifications

• 5+ years of experience managing a book of business for affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Strong people skills; authentic client engagement and trust-building.
• Solutions-oriented mindset with autonomy and accountability.
• FINRA Series 7 and Series 63; Series 65 or 66.
• Life and Health Insurance License obtained within 120 days of start.

Responsibilities

• Partner with clients to understand goals and deliver tailored financial strategies.
• Serve as primary financial contact, guiding clients through retirement.
• Grow practice by expanding relationships and leveraging TIAA capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations.
• Approach practice growth with an entrepreneurial mindset focused on client welfare.

Skills

Wealth management

Client relationships

Fiduciary duty

Licensing (Series 7/63/65/66)

Life/Health Insurance

Job description

TIAA seeks a Wealth Management Advisor to develop a high-quality practice by managing relationships with an established book of high-net-worth clients. You will act as fiduciary, deliver tailored financial strategies, and guide clients to retirement while growing the practice across internal specialists.

This sales-focused role offers base salary plus a competitive variable incentive tied to performance and book growth, with a comprehensive benefits package and hybrid work options to support