Strategic Wealth Advisor for Affluent Clients
TIAA
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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
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