Strategic Wealth Advisor for Affluent Clients
TIAA
Get a reply from this employer
Your resume and cover letter, tailored to exactly what they’re hiring for.
Benefits offered by this job
Job summary
TIAA is seeking a Wealth Management Advisor in Stamford to develop a high-quality practice by managing an established book of high-net-worth clients. You will partner with clients, deliver tailored strategies, and guide them from accumulation to retirement, while expanding relationships with TIAA's wealth management capabilities.
The role requires 5+ years of experience with affluent clients, deep investment and financial planning knowledge, and active licenses (Series 7/63/65/66 and
Qualifications
- 5+ years of experience managing a book of business with affluent clients.
- Deep knowledge of investment solutions and financial planning.
- Exceptional people skills; engage clients with authenticity and trust.
- Solutions-oriented mindset; drive to impact clients' financial lives.
- Thrives with autonomy and accountability.
- FINRA Series 7 and Series 63; Series 65 or 66.
- Life and Health Insurance License; licenses to be obtained within 120 days.
Responsibilities
- Partner with clients to understand goals and deliver tailored financial strategies.
- Serve as the primary financial contact, guiding clients through retirement.
- Proactively grow the practice by expanding relationships and leveraging TIAA capabilities.
- Collaborate with internal specialists to deliver comprehensive recommendations.
- Bring entrepreneurial approach to practice growth with client-centric focus.
Skills
Education
Job description
TIAA is seeking a Wealth Management Advisor in Stamford to develop a high-quality practice by managing an established book of high-net-worth clients. You will partner with clients, deliver tailored strategies, and guide them from accumulation to retirement, while expanding relationships with TIAA's wealth management capabilities.
The role requires 5+ years of experience with affluent clients, deep investment and financial planning knowledge, and active licenses (Series 7/63/65/66 and
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
