Senior Wealth Planning Advisor for High-Net-Worth Clients

TIAA; Boston (MA); On-site; USD 84,000 - 110,000; Full time

Job summary

TIAA is hiring a Financial Planning Advisor in the Boston area to partner with an Executive Wealth Management Advisor. You will identify client goals, analyze financial landscapes, and develop recommendations to reach objectives, while growing the book through referrals.

Requires 3+ years of relevant experience and FINRA registrations; base pay range is $84,400–$110,000 per year, with a competitive total rewards package. Collaboration with a trusted team is emphasized.

Qualifications

• 3+ years of relevant experience; 5+ preferred.
• FINRA registrations: Series 7, 63, 65, 66 required within 120 days from start date.
• Bachelor's degree or higher preferred.

Responsibilities

• Manages and grows relationships with high-net-worth clients across products and services.
• Develops and implements strategic plans with client challenges in mind.
• Tailors investment strategies considering objectives, liquidity, and tax implications.
• Reviews client financial statements, risk profiles, and cash needs.
• Grows book of business through referrals and value-add services.
• Performs investment research to provide up-to-date guidance.

Skills

Business Development

Client Relationships

Collaboration

Consultative Communication

Retirement Planning

Sales

Wealth Management

Education

University Degree

Job description

TIAA is hiring a Financial Planning Advisor in the Boston area to partner with an Executive Wealth Management Advisor. You will identify client goals, analyze financial landscapes, and develop recommendations to reach objectives, while growing the book through referrals.

Requires 3+ years of relevant experience and FINRA registrations; base pay range is $84,400–$110,000 per year, with a competitive total rewards package. Collaboration with a trusted team is emphasized.