Wealth Management Advisor — Grow Affluent Clients' Wealth

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

Job summary

TIAA in Andover, MA is seeking a Wealth Management Advisor to deepen client relationships and grow practice with referrals, delivering financial solutions.

The role requires 5+ years with affluent clients, FINRA licenses within 120 days, CFP/CFA preferred, and a university degree. Base pay range $100,000-$110,000 with potential incentive programs under Total Rewards.

Competitive benefits and inclusive culture.

Qualifications

• 5+ years in a role with personal accountability and managing a book of business.
• 5+ years building long lasting relationships with affluent clients or equivalent experience.
• Must obtain all licenses within 120 days of start date (Series 7/63/65/66, Life/Health, CFP or CFA preferred).
• Bachelor's degree or higher preferred.

Responsibilities

• Identify client financial goals and develop recommendations to meet objectives.
• Communicate complex financial solutions clearly to clients.
• Build meaningful, long-lasting client relationships and implement financial solutions.
• Collaborate with clients and internal teams to drive growth.

Skills

Client Relationship Management

Financial Planning

Business Development

Sales

Communication Skills

Education

University degree preferred

Tools

Series 7/63/65/66

CFP

CFA Level I

Life & Health Insurance License

Job description

TIAA in Andover, MA is seeking a Wealth Management Advisor to deepen client relationships and grow practice with referrals, delivering financial solutions.

The role requires 5+ years with affluent clients, FINRA licenses within 120 days, CFP/CFA preferred, and a university degree. Base pay range $100,000-$110,000 with potential incentive programs under Total Rewards.

Competitive benefits and inclusive culture.