Senior Wealth Advisor - High-Net-Worth Growth

TIAA

Salt Lake City (UT)

Hybrid

USD 100,000 - 110,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Hybrid work arrangements

Tuition reimbursement

Professional development resources

Top-tier retirement plan

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