Strategic Wealth Advisor for Affluent Clients

TIAA; Hamden (CT); On-site; USD 100,000 - 110,000; Full time

Job summary

TIAA in the United States is seeking a Wealth Management Advisor to deepen client relationships, analyze portfolios, and tailor financial solutions. The role emphasizes growth through referrals and delivering retirement planning guidance.

The ideal candidate has 5+ years managing a book of business with affluent clients, holds FINRA registrations (Series 7/63/65/66) and relevant licenses (Life/Health, CFP, CFA).

Qualifications

• 5+ years in a role with personal accountability and managing a book of business or equivalent experience; Required
• 5+ years building long-lasting relationships with affluent clients or equivalent experience; Required
• Securities registrations: Series 7, 63, 65, 66 (SRC Indicator)
• Life and Health Insurance License (Resident State) - Multiple Issuers required
• CFP (Certified Financial Planner) - Board of Standards preferred
• CFA Level I - preferred; TIAA may cover CFP/CFA cost and salary increase upon completion

Responsibilities

• Partners with affluent clients to identify financial goals, analyze their landscape and develop recommendations that help achieve defined objectives
• Communicates complex financial solutions to clients, leveraging relationship skills
• Builds meaningful, long-lasting relationships and implements appropriate financial solutions
• All licenses must be obtained within 120 days from start date

Skills

Relationship management

Client discovery

Sales process

Financial planning

Investment knowledge

Financial solutions

Communication skills

Team collaboration

Strategic thinking

Time management

Networking

Business development

Education

University (Degree) Preferred

Job description

TIAA in the United States is seeking a Wealth Management Advisor to deepen client relationships, analyze portfolios, and tailor financial solutions. The role emphasizes growth through referrals and delivering retirement planning guidance.

The ideal candidate has 5+ years managing a book of business with affluent clients, holds FINRA registrations (Series 7/63/65/66) and relevant licenses (Life/Health, CFP, CFA).