Wealth Management Advisor | Grow a High-Impact Practice

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

Benefits offered by this job

Hybrid-flex work arrangements

Competitive compensation package

Job summary

TIAA is seeking a Wealth Management Advisor in Boston to build and manage a high-quality wealth practice for affluent clients. You will serve as the primary financial contact, delivering tailored strategies and guiding clients through retirement, while collaborating with internal specialists to provide comprehensive recommendations.

The role offers a rewarding, incentive-based compensation structure with base salary and opportunities for advancement; licenses and ongoing education are required

Qualifications

• 5+ years of experience managing a book of business with affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Exceptional people skills and client-focused fiduciary approach.
• Solutions-oriented mindset with autonomy and accountability.
• Licenses: FINRA Series 7 and 63; Series 65 or 66; Life & Health Insurance License due within 120 days.

Responsibilities

• Develop and deepen a high-quality wealth management practice for high-net-worth clients.
• Serve as primary financial contact, guiding clients through retirement and complex situations.
• Collaborate with internal specialists to deliver comprehensive recommendations.
• Grow the practice by expanding relationships and leveraging TIAA's capabilities.

Skills

Relationship management

Investment knowledge

People skills

Solutions mindset

Autonomy

FINRA 7/63/65/66

Life & Health Insurance License

Tools

Licensing management

Job description

TIAA is seeking a Wealth Management Advisor in Boston to build and manage a high-quality wealth practice for affluent clients. You will serve as the primary financial contact, delivering tailored strategies and guiding clients through retirement, while collaborating with internal specialists to provide comprehensive recommendations.

The role offers a rewarding, incentive-based compensation structure with base salary and opportunities for advancement; licenses and ongoing education are required