Senior Wealth Manager (Hybrid) for High-Net-Worth Clients

TIAA; Metairie (LA); On-site; USD 100,000 - 110,000; Full time

Job summary

TIAA is seeking a Wealth Management Advisor to build and deepen relationships with an established book of high-net-worth clients in a results-driven role. You will deliver tailored financial strategies, act as a fiduciary, and collaborate with internal specialists to meet client needs.

The position emphasizes autonomy, accountability, and growth potential, with compensation linked to book performance and sales. A robust benefits package and opportunities for professional advancement are provided.

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

• Develop a high-quality wealth management practice by managing and deepening relationships with established high-net-worth clients.
• Partner with clients to understand goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests.
• 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

Relationship management

Client communication

Sales orientation

Autonomy

Account management

Tools

FINRA Series 7

FINRA Series 63

Series 65 or 66

Life and Health Insurance License

CFP or CFA Level I

Job description

TIAA is seeking a Wealth Management Advisor to build and deepen relationships with an established book of high-net-worth clients in a results-driven role. You will deliver tailored financial strategies, act as a fiduciary, and collaborate with internal specialists to meet client needs.

The position emphasizes autonomy, accountability, and growth potential, with compensation linked to book performance and sales. A robust benefits package and opportunities for professional advancement are provided.