Wealth Management Advisor (Andover, MA)

Nuveen; Shawsheen Village (MA); Vor Ort; USD 100.000 - 110.000; Vollzeit

Zusammenfassung

TIAA is seeking a Wealth Management Advisor (T) to partner with affluent clients, analyze their financial landscape, and develop recommendations to help achieve defined objectives. You will communicate complex financial solutions and build meaningful, long‑lasting relationships.

All licenses must be obtained within 120 days from start date. The base salary ranges from $100,000 to $110,000 per year, with additional incentive opportunities based on performance.

Qualifikationen

• University degree preferred
• Experience in managing a book of business or affluent clients is expected
• Licenses in Series 7/63/65/66 and Life/Health insurance are preferred

Aufgaben

• Identify clients' financial goals and analyze their financial landscape to develop recommendations
• Communicate complex financial solutions and build long‑lasting client relationships
• Provide wealth management guidance and applicable financial solutions to meet client objectives
• Acquire required licenses within 120 days of start date

Kenntnisse

Business 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

Ausbildung

University degree preferred

Jobbeschreibung

Wealth Management Advisor (T)

Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. We are proud that we've been recognized for being one of the world's most ethical companies and ranked by Diversity Inc as a Top 50 Company for diversity. We hire and develop Advisors who believe in our mission of helping our clients find confidence in retirement and who personify our values.

• Deeply curious with a demonstrated ability to uncover the needs of the client.
• Giving and receiving constructive feedback are hallmarks of your character.
• Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
• Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
• Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
• Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client's unique scenario, and unwavering work ethic.
• Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance.

Key Responsibilities and Duties

The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills. Builds meaningful and long‑lasting relationships, developing and implementing financial appropriate financial solutions. All licenses must be obtained within 120 days from start date.

Educational Requirements

University (Degree) Preferred

Work Experience

5+ years in a role with personal accountability and managing a book of business or equivalent experience; 5+ years building long lasting relationships with affluent clients or equivalent experience; Required

Licenses and Certifications

• SRC Indicator: Series 7; Series 63; Series 65; Series 66
• Life and Health Insurance License (Resident State) - Multiple Issuers required
• Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred
• Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute
• If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion; preferred

Physical Requirements

Physical Requirements: Sedentary Work Career Level 8IC

Related Skills

• Business 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

2026-11-30

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 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

The organization is committed to making financial well‑being possible for its clients, and is equally committed to the well‑being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well‑being. 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.

Nondiscrimination & Equal Opportunity Employment

TIAA is committed to providing equal opportunity across all employment practices and we believe our employees have a right to a diverse and inclusive workplace. EEO is the Law Pay Transparency Philadelphia Ban the Box