Senior Wealth Management Advisor — Hybrid

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

Benefits offered by this job

Hybrid work arrangements

Tuition reimbursement

Top-tier retirement plan

Professional development resources

Job summary

TIAA invites experienced Wealth Management Advisors to build and deepen a high-net-worth client book. You will deliver tailored financial strategies as a fiduciary, serving as the primary contact and guiding clients toward retirement.

Grow your practice with autonomy, collaborating with internal specialists, while leveraging TIAA's broad wealth capabilities. The role features a strong compensation mix and opportunities for advancement.

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 and ability to engage clients with authenticity.
• Solutions-oriented mindset with drive to make a meaningful difference in clients' lives.
• Thrives with autonomy and accountability.
• FINRA Series 7 and Series 63; Series 65 or 66.
• Life and Health Insurance License to be obtained within 120 days of start.

Responsibilities

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

Skills

Client relationships

Financial planning

Wealth management

Consultative communication

Sales

Team collaboration

Adaptability

Job description

TIAA invites experienced Wealth Management Advisors to build and deepen a high-net-worth client book. You will deliver tailored financial strategies as a fiduciary, serving as the primary contact and guiding clients toward retirement.

Grow your practice with autonomy, collaborating with internal specialists, while leveraging TIAA's broad wealth capabilities. The role features a strong compensation mix and opportunities for advancement.