Senior Wealth Management Advisor — Hybrid & HNW Growth
TIAA
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Benefits offered by this job
Job summary
TIAA is seeking a Wealth Management Advisor in Providence, RI to develop a high-quality wealth management practice by managing an established book of high-net-worth clients.
You will act as fiduciary, tailor strategies, and collaborate with internal specialists to deliver comprehensive recommendations while growing the practice with autonomy and accountability. Base salary with incentive potential and robust benefits accompany the role.
Qualifications
- 5+ years of experience managing a book of business with affluent clients
- Deep knowledge of investment solutions and financial planning
- Exceptional people skills and client trust-building
- Solutions-oriented with autonomy and accountability
- Licenses required within 120 days of start date
Responsibilities
- Develop and deepen relationships with an established client book
- Act as fiduciary and deliver tailored financial strategies
- Grow the practice by expanding client relationships and cross-sell
- Collaborate with internal specialists to deliver comprehensive recommendations
- Balance autonomy with accountability in a sales-driven environment
Skills
Education
Job description
TIAA is seeking a Wealth Management Advisor in Providence, RI to develop a high-quality wealth management practice by managing an established book of high-net-worth clients.
You will act as fiduciary, tailor strategies, and collaborate with internal specialists to deliver comprehensive recommendations while growing the practice with autonomy and accountability. Base salary with incentive potential and robust benefits accompany the role.
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