Senior Wealth Advisor — Growth & Retirement Planning

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

Benefits offered by this job

Variable compensation package (base +/

Hybrid-flex work arrangements

Tuition reimbursement

Professional development resources

Job summary

TIAA is seeking a Wealth Management Advisor to build a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will deliver tailored financial strategies as a fiduciary, navigate clients toward retirement, and proactively grow your practice through cross-team collaboration and a client-centric approach.

The role emphasizes autonomy, accountability, and collaboration with internal specialists to provide comprehensive

Qualifications

• 5+ years of experience managing a book of business with affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Exceptional people skills; act as fiduciary in clients' best interests.
• Solutions-oriented mindset with drive to make a difference in clients' lives.
• Thrives with autonomy and accountability.

Responsibilities

• Partner with clients to understand goals and deliver tailored financial strategies.
• Serve as primary financial contact, guiding clients through retirement and complex situations.
• Grow practice by expanding relationships and leveraging TIAA's wealth management capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations.
• Bring an entrepreneurial, client-centric approach to practice growth.

Skills

Relationship management

Investment knowledge

Financial planning

Client communication

Autonomy & accountability

Sales & business development

Education

FINRA Series 7, Series 63; Series 65 or 66

Life & Health Insurance License (must be obtained within 120 days)

CFP or CFA Level I (preferred)

Job description

TIAA is seeking a Wealth Management Advisor to build a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will deliver tailored financial strategies as a fiduciary, navigate clients toward retirement, and proactively grow your practice through cross-team collaboration and a client-centric approach.

The role emphasizes autonomy, accountability, and collaboration with internal specialists to provide comprehensive