Private Wealth Advisor - Hybrid Role, Autonomous Growth

TIAA; Las Vegas (NV); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Hybrid work arrangements

Tuition reimbursement

Industry-leading benefits

Job summary

TIAA is seeking a Wealth Management Advisor to build a high-quality practice by managing an established book of high-net-worth clients and delivering tailored financial strategies. You’ll act as a fiduciary, guide clients through retirement, and grow the practice by expanding relationships with internal specialists.

Required qualifications include FINRA licenses, securities and insurance credentials, and a proven ability to engage clients with authenticity.

Qualifications

• 5+ years of experience managing a book of business and building long-lasting relationships with affluent clients
• Deep knowledge of investment solutions and financial planning
• Exceptional people skills—engage clients with authenticity and trust
• Solutions-oriented mindset with the drive to make a meaningful difference in clients’ financial lives
• Thrives with both autonomy and accountability
• FINRA Series 7 and Series 63; Series 65 or 66
• Life and Health Insurance License — all licenses must be obtained within 120 days of start date

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
• Bring a thoughtful, entrepreneurial approach to practice growth—centered on clients' interests

Skills

Relationship management

Investment knowledge

Financial planning

Client engagement

Autonomy & accountability

Fiduciary duty

Communication skills

Education

FINRA Series 7 & 63; Series 65 or 66

Life & Health Insurance License

Certified Financial Planner (CFP)

Chartered Financial Analyst (CFA) Level I

Job description

TIAA is seeking a Wealth Management Advisor to build a high-quality practice by managing an established book of high-net-worth clients and delivering tailored financial strategies. You’ll act as a fiduciary, guide clients through retirement, and grow the practice by expanding relationships with internal specialists.

Required qualifications include FINRA licenses, securities and insurance credentials, and a proven ability to engage clients with authenticity.