Senior Wealth Advisor - Hybrid-Flex & HNW Growth

TIAA

Waltham (MA)

Hybrid

USD 100,000 - 110,000

Full time

14 days+

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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.