Wealth Management Advisor

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

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

Overview

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:

Responsibilities

• 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.

Benefits and Total Rewards

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.

Anticipated Posting End Date: 2026-09-30

Base 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).

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 we’re a market-leading retirement company fueled by world-class asset management.

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. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results.

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.

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US; California; and other regions, please review the appropriate privacy notices.