Wealth Management Advisor

TIAA; Cambridge (MA); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Variable compensation package (base +/

Hybrid-flex work arrangements

Tuition reimbursement

Professional development resources

Job summary

TIAA is seeking a Wealth Management Advisor to build a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will deliver tailored financial strategies as a fiduciary, navigate clients toward retirement, and proactively grow your practice through cross-team collaboration and a client-centric approach.

The role emphasizes autonomy, accountability, and collaboration with internal specialists to provide comprehensive

Qualifications

• 5+ years of experience managing a book of business with affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Exceptional people skills; act as fiduciary in clients' best interests.
• Solutions-oriented mindset with drive to make a difference in clients' lives.
• Thrives with autonomy and accountability.

Responsibilities

• Partner with clients to understand goals and deliver tailored financial strategies.
• Serve as primary financial contact, guiding clients through retirement and complex situations.
• Grow practice by expanding relationships and leveraging TIAA's wealth management capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations.
• Bring an entrepreneurial, client-centric approach to practice growth.

Skills

Relationship management

Investment knowledge

Financial planning

Client communication

Autonomy & accountability

Sales & business development

Education

FINRA Series 7, Series 63; Series 65 or 66

Life & Health Insurance License (must be obtained within 120 days)

CFP or CFA Level I (preferred)

Job description

Rooted in Mission. Powered by Your Practice.

As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:

• Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests
• Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement
• Proactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilities
• Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs
• Bring a thoughtful, creative, and entrepreneurial approach to practice growth — always centered on what's best for your clients

The Experience You Bring

Required:

• 5+ years of experience managing a book of business and building long-lasting relationships with affluent clients
• Deep knowledge of investment solutions and financial planning
• Exceptional people skills - engage clients with authenticity, build trust naturally, and always act in their best interests
• Solutions-oriented mindset with the drive to make a meaningful difference in clients' financial lives
• Thrives with both autonomy and accountability
• FINRA Series 7 and Series 63; Series 65 or 66
• Life and Health Insurance License — all licenses must be obtained within 120 days of start date

Preferred:

• Life and Health Insurance License (Resident State) Multiple Issuers required
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base salary upon successful completion

Rewarding the Practice You Build

This is a sales role — in addition to base salary, you are eligible for a competitive variable compensation package tied to your book of business, sales performance, and key performance metrics. Your total compensation extends well beyond base salary and grows as your practice grows. As you continue to build and expand your practice, you'll have the opportunity for promotion that can unlock additional compensation enhancements along the way.

TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources — because taking care of our people is just as important as taking care of our clients.

Related SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management

Anticipated Posting End Date:

2026-09-30Base Pay Range: $100,000/yr - $110,000/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

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Company Overview

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact

At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards

To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: [phone]

Email: [e-mail]

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

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