Wealth Management Advisor: Grow a High‑Net‑Worth Practice

CFP Board of Standards Inc.; New York (NY); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Hybrid-flex work arrangements

Tuition reimbursement

Top-tier retirement plan

Professional development resources

Job summary

TIAA seeks a Wealth Management Advisor in the United States to develop a high-quality wealth management practice by managing and growing an established book of high-net-worth clients.

You will act as fiduciary, deliver tailored financial strategies, navigate complex situations, and collaborate with internal specialists to expand offerings. The role offers a competitive base salary and a substantial incentive package in a hybrid work setting.

Qualifications

• 5+ years of experience managing a book of business with affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Strong people skills and ability to build trust and act in best interests.
• Solutions-oriented with autonomy and accountability.
• Licenses: FINRA Series 7/63/65/66 and Life/Health Insurance to be obtained within 120 days.

Responsibilities

• Partner with clients to understand goals and deliver tailored strategies.
• Serve as the primary financial contact guiding clients through retirement.
• Grow practice by expanding relationships and leveraging wealth management capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations.
• Drive practice growth with entrepreneurial mindset focused on clients' best interests.

Skills

Managing a book of business

Affluent clients

Investment solutions

Financial planning

Client relationships

FINRA Series 7/63/65/66

Life and Health Insurance License

Job description

TIAA seeks a Wealth Management Advisor in the United States to develop a high-quality wealth management practice by managing and growing an established book of high-net-worth clients.

You will act as fiduciary, deliver tailored financial strategies, navigate complex situations, and collaborate with internal specialists to expand offerings. The role offers a competitive base salary and a substantial incentive package in a hybrid work setting.