Senior Wealth Advisor - Hybrid-Flex & HNW Growth

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

Benefits offered by this job

Hybrid work arrangements

Comprehensive benefits package

Job summary

TIAA is seeking a Wealth Management Advisor to build and manage a high-quality wealth management practice for an established book of high-net-worth clients. You will partner with clients, act as a fiduciary, and guide them toward retirement while collaborating with internal specialists to deliver comprehensive, tailored financial strategies.

The role emphasizes autonomy, relationship-building, and leveraging TIAA's full wealth management capabilities.

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, build trust naturally, and always act in their best interests.
• 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 their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests.
• Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement.
• Proactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs.
• Bring a thoughtful, creative, and entrepreneurial approach to practice growth — always centered on what's best for your clients.

Skills

Years of book of business

Investment solutions

People skills

Solutions-oriented

Autonomy & accountability

FINRA Series 7

FINRA Series 63

Series 65 or 66

Life & Health Insurance License

Job description

TIAA is seeking a Wealth Management Advisor to build and manage a high-quality wealth management practice for an established book of high-net-worth clients. You will partner with clients, act as a fiduciary, and guide them toward retirement while collaborating with internal specialists to deliver comprehensive, tailored financial strategies.

The role emphasizes autonomy, relationship-building, and leveraging TIAA's full wealth management capabilities.