Senior Wealth Advisor for High-Net-Worth Clients

TIAA; Red Bank (NJ); Hybrid; USD 100,000 - 110,000; Full time

Job summary

TIAA in Red Bank, NJ is seeking a Wealth Management Advisor to develop a high-quality practice by managing relationships with an established book of affluent clients and delivering tailored financial strategies as a fiduciary.

You will work with internal specialists, expand relationships, and leverage TIAA's retirement and investment capabilities. A strong credential mix (Series 7/63/65/66 and life/health licenses) is required, with CFP or CFA consideration encouraged.

Qualifications

• 5+ years of experience managing a book of business.
• Deep knowledge of investment solutions and financial planning.
• FINRA Series 7/63/65/66 licenses required.
• Life and Health Insurance license due within 120 days of start.
• Strong interpersonal skills and fiduciary mindset.

Responsibilities

• Develop and deepen relationships with affluent clients.
• Deliver tailored financial strategies as fiduciary.
• Serve as primary financial contact through retirement planning.
• Collaborate with internal specialists to deliver recommendations.
• Grow practice by expanding relationships and cross-capabilities.

Skills

Book of business

Affluent clients

Investment solutions

People skills

Autonomy

FINRA licenses

Life/Health license

Job description

TIAA in Red Bank, NJ is seeking a Wealth Management Advisor to develop a high-quality practice by managing relationships with an established book of affluent clients and delivering tailored financial strategies as a fiduciary.

You will work with internal specialists, expand relationships, and leverage TIAA's retirement and investment capabilities. A strong credential mix (Series 7/63/65/66 and life/health licenses) is required, with CFP or CFA consideration encouraged.