Wealth Management Advisor — Grow Affluent Relationships

TIAA; Hanover (NH); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Total Rewards package

Competitive benefits

Job summary

TIAA in Hanover, NH seeks a Wealth Management Advisor to partner with affluent clients, assess their financial goals, and develop recommendations that move them toward defined objectives.

Leads with clear communication, builds lasting relationships, and delivers tailored investment solutions; all licenses must be obtained within 120 days from start date. Base salary ranges with incentive opportunities, reflecting experience and geographic location.

Qualifications

• 5+ years in a role managing a book of business
• Experience building relationships with affluent clients
• Willingness to obtain licenses within 120 days from start date
• FINRA registrations: Series 7, 63, 65, 66
• CFP or CFA certification preferred
• Life and Health Insurance license (Resident State) required

Responsibilities

• Identify clients' financial goals, analyze their landscape, and develop recommendations to reach defined objectives
• Communicate complex financial solutions clearly using relationship-building skills
• Build meaningful, long-lasting client relationships and implement tailored financial solutions
• All licenses must be obtained within 120 days from start date

Skills

Client needs analysis

Relationship building

Entrepreneurial mindset

Time management

Financial solutions knowledge

Feedback and coaching

Education

University degree preferred

Job description

TIAA in Hanover, NH seeks a Wealth Management Advisor to partner with affluent clients, assess their financial goals, and develop recommendations that move them toward defined objectives.

Leads with clear communication, builds lasting relationships, and delivers tailored investment solutions; all licenses must be obtained within 120 days from start date. Base salary ranges with incentive opportunities, reflecting experience and geographic location.