Hybrid Wealth Management Advisor for High-Net-Worth Clients

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

Benefits offered by this job

Hybrid-flex work arrangements

Top-tier retirement plan

Tuition reimbursement

Professional development resources

Job summary

TIAA is seeking a Wealth Management Advisor to build and manage a high-quality practice serving a book of high-net-worth clients. You will act as fiduciary, understand client goals, and deliver tailored strategies while growing the business and collaborating with internal specialists.

You will bring 5+ years of relationship management, deep investment knowledge, and FINRA licenses; CFP or CFA Level I is preferred. A competitive compensation package aligns with performance and practice growth.

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 with drive to impact clients' financial lives
• Licence requirements: FINRA Series 7, 63, and either Series 65/66; Life/Health Insurance within 120 days
• CFP or CFA Level I preferred; company may support attainment

Responsibilities

• Develop and deepen relationships with high-net-worth clients
• Understand client goals and deliver tailored wealth management strategies
• Act as primary financial contact and guide clients into retirement
• Collaborate with internal specialists to deliver comprehensive recommendations
• Grow the practice through proactive business development and cross-sell of capabilities

Skills

Relationship management

Financial planning

Client engagement

Fiduciary duty

Sales skills

Tools

FINRA Series 7

FINRA Series 63

FINRA Series 65/66

Life and Health Insurance License

CFP or CFA Level I (preferred)

Job description

TIAA is seeking a Wealth Management Advisor to build and manage a high-quality practice serving a book of high-net-worth clients. You will act as fiduciary, understand client goals, and deliver tailored strategies while growing the business and collaborating with internal specialists.

You will bring 5+ years of relationship management, deep investment knowledge, and FINRA licenses; CFP or CFA Level I is preferred. A competitive compensation package aligns with performance and practice growth.