Wealth Management Advisor: Grow Affluent Client Relationships

TIAA; Andover (MA); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Comprehensive Total Rewards package

Superior retirement program

Health and wellness offerings

Job summary

TIAA in Andover, MA is seeking a Wealth Management Advisor to deepen relationships with clients and provide financial solutions. This role requires a minimum of 5 years of experience managing client relationships and a proven ability to provide investment solutions tailored to unique needs. Adherence to licensing requirements and a commitment to exceptional service are essential. The position offers a competitive salary between $100,000 and $110,000, with additional benefits including retirement plans and health offerings.

Qualifications

• 5+ years in a role with personal accountability and managing a book of business.
• 5+ years building lasting relationships with affluent clients.

Responsibilities

• Partner with affluent clients to identify financial goals and develop recommendations.
• Communicate complex financial solutions utilizing relationship-building skills.
• Build meaningful relationships and implement financial solutions.

Skills

Client relationship management

Consultative communication

Sales

Wealth management

Continuous improvement mindset

Education

University degree preferred

Tools

FINRA Series 7

FINRA Series 63

FINRA Series 65

FINRA Series 66

Job description

TIAA in Andover, MA is seeking a Wealth Management Advisor to deepen relationships with clients and provide financial solutions. This role requires a minimum of 5 years of experience managing client relationships and a proven ability to provide investment solutions tailored to unique needs. Adherence to licensing requirements and a commitment to exceptional service are essential. The position offers a competitive salary between $100,000 and $110,000, with additional benefits including retirement plans and health offerings.