Wealth Management Advisor: Grow Your HNW Practice

TIAA; State College (Centre County); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Hybrid-flex work arrangements

Top-tier retirement plan

Tuition reimbursement

Professional development resources

Job summary

TIAA is seeking a Wealth Management Advisor to develop and deepen relationships with an established book of high-net-worth clients in a fiduciary capacity. You will tailor financial strategies, navigate complex retirement transitions, and proactively grow the practice by leveraging TIAA's wealth management capabilities and collaborating with internal specialists.

Strong emphasis on autonomy, client-focused service, and a results-driven sales approach with competitive compensation and growth

Qualifications

• 5+ years of experience managing a book of business and building long-lasting relationships with affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Exceptional people skills - engage clients with authenticity, build trust naturally, and always act in their best interests.
• Solutions-oriented mindset with the drive to make a meaningful difference in clients' financial lives.
• Thrives with both autonomy and accountability.
• FINRA Series 7 and Series 63; Series 65 or 66.
• Life and Health Insurance License — all licenses must be obtained within 120 days of start date.

Responsibilities

• Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests.
• Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement.
• Proactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs.
• Bring a thoughtful, creative, and entrepreneurial approach to practice growth — always centered on what's best for your clients.

Skills

Book of business

Investment solutions

People skills

Fiduciary duties

Autonomy & accountability

FINRA licenses

Insurance license

Job description

TIAA is seeking a Wealth Management Advisor to develop and deepen relationships with an established book of high-net-worth clients in a fiduciary capacity. You will tailor financial strategies, navigate complex retirement transitions, and proactively grow the practice by leveraging TIAA's wealth management capabilities and collaborating with internal specialists.

Strong emphasis on autonomy, client-focused service, and a results-driven sales approach with competitive compensation and growth