Hybrid Wealth Advisor for High-Net-Worth
Teachers Insurance and Annuity Association
A complete application in a minute — tailored resume and cover letter, ready to send.
Benefits offered by this job
Job summary
TIAA is seeking a Wealth Management Advisor in New York, NY to develop a high-quality wealth management practice by managing an established book of high-net-worth clients. You will deliver tailored strategies as a fiduciary, grow your practice, and collaborate with specialists to provide comprehensive recommendations.
Required: 5+ years managing affluent client relationships, FINRA licenses, and Life/Health insurance licenses within 120 days.
Qualifications
- 5+ years managing a book of business with affluent clients.
- Deep knowledge of investment solutions and financial planning.
- Licenses required within 120 days of start date.
Responsibilities
- Partner with clients to understand goals and deliver tailored strategies.
- Serve as primary financial contact and guide clients through retirement.
- Grow practice by expanding relationships and leveraging firm capabilities.
- Collaborate with internal specialists to deliver comprehensive recommendations.
- Approach growth with a thoughtful, entrepreneurial mindset.
Skills
Education
Tools
Job description
TIAA is seeking a Wealth Management Advisor in New York, NY to develop a high-quality wealth management practice by managing an established book of high-net-worth clients. You will deliver tailored strategies as a fiduciary, grow your practice, and collaborate with specialists to provide comprehensive recommendations.
Required: 5+ years managing affluent client relationships, FINRA licenses, and Life/Health insurance licenses within 120 days.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
