Wealth Advisor — Grow High-Net-Worth Practice (Hybrid)

TIAA; Cambridge (MA); Hybrid; USD 100.000 - 110.000; Vollzeit

Benefits dieser Stelle

Hybrid-flex work arrangements

Industry-leading retirement plan

Zusammenfassung

TIAA is seeking a Wealth Management Advisor in Cambridge, MA to build and manage a high-net-worth client book. You will partner with clients to deliver tailored financial strategies, acting as a fiduciary and guiding them through retirement.

Grow the practice by expanding relationships and leveraging TIAA's wealth management capabilities. The role emphasizes autonomy with accountability, strong investment and planning knowledge, and licensing requirements.

Qualifikationen

• 5+ years of experience managing a book of business with affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Exceptional people skills; build trust and act in clients' best interests.
• Solutions-oriented mindset with drive to impact clients' financial lives.
• Ability to work autonomously while remaining accountable.

Aufgaben

• Partner with clients to understand goals and deliver tailored financial strategies as a fiduciary.
• Serve as primary financial contact, guiding clients through retirement.
• Grow your practice by expanding relationships and leveraging TIAA's wealth management capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations.

Kenntnisse

Book of business

Affluent client relationships

Investment solutions knowledge

Financial planning

Client relationship skills

Autonomy & accountability

FINRA licenses (7/63/65/66)

Life & Health Insurance license

Jobbeschreibung

TIAA is seeking a Wealth Management Advisor in Cambridge, MA to build and manage a high-net-worth client book. You will partner with clients to deliver tailored financial strategies, acting as a fiduciary and guiding them through retirement.

Grow the practice by expanding relationships and leveraging TIAA's wealth management capabilities. The role emphasizes autonomy with accountability, strong investment and planning knowledge, and licensing requirements.