Senior Wealth Advisor - High-Net-Worth Growth
TIAA
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Benefits offered by this job
Job summary
TIAA is seeking a Wealth Management Advisor to build and manage a high-net-worth client practice in a fiduciary capacity. You will understand client goals and deliver tailored financial strategies, guiding clients toward retirement with investment and financial planning expertise.
You will grow the book by deepening relationships, collaborating with internal specialists, and leveraging TIAA's comprehensive wealth capabilities.
Qualifications
- 5+ years managing a book of business with affluent clients
- Deep knowledge of investment solutions and financial planning
- Exceptional people skills; act in clients' best interests as fiduciary
- Solutions-oriented mindset with impact on client outcomes
- Thrives with autonomy and accountability; accepts responsibility
Responsibilities
- Develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients
- Serve as the primary financial contact, guiding clients through complex situations and into retirement
- Grow your practice by expanding relationships and leveraging TIAA's wealth capabilities
- Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs
- Bring an entrepreneurial, thoughtful approach to practice growth aligned with client best interests
Skills
Job description
TIAA is seeking a Wealth Management Advisor to build and manage a high-net-worth client practice in a fiduciary capacity. You will understand client goals and deliver tailored financial strategies, guiding clients toward retirement with investment and financial planning expertise.
You will grow the book by deepening relationships, collaborating with internal specialists, and leveraging TIAA's comprehensive wealth capabilities.
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