Wealth Advisor for High-Net-Worth Clients

TIAA

Waltham (MA)

Hybrid

USD 100,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Top-tier retirement plan

Hybrid work arrangements

Robust professional development

Job summary

TIAA is seeking a Wealth Management Advisor in the United States, focusing on high-net-worth clients and managing an established book of business. You will partner with clients to develop tailored financial strategies, navigate retirement, and grow your practice using TIAA's wealth management capabilities.

The role requires FINRA licenses (7/63, and 65/66) and Life/Health licenses within 120 days, with a competitive total compensation package tied to performance.

Qualifications

5+ years managing a book of business for affluent clients.
Deep knowledge of investment solutions and financial planning.
Exceptional people skills; build trust and act in best interests.
Solutions-oriented mindset with drive to make a difference in clients’ lives.

Responsibilities

Partner with clients to understand goals and deliver tailored strategies as fiduciary.
Serve as primary financial contact guiding clients through retirement.
Grow your practice by expanding relationships and leveraging TIAA's capabilities.
Collaborate with internal specialists to deliver comprehensive recommendations.
Bring entrepreneurial approach to practice growth centered on clients’ best interests.

Skills

Book of business

Investment knowledge

People skills

Fiduciary mindset

Autonomy/accountability

FINRA Series 7/63/65|66

Life and Health Insurance license (120

Job description

The role requires FINRA licenses (7/63, and 65/66) and Life/Health licenses within 120 days, with a competitive total compensation package tied to performance.

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