Wealth Management Advisor — High-Net-Worth Practice Growth (Hybrid)

TIAA; Melville (NY); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Top-tier retirement plan

Hybrid-flex work arrangements

Professional development resources

Job summary

TIAA is seeking a Wealth Management Advisor in New York to build a high-quality wealth management practice by serving high-net-worth clients and managing an established book of business.

You will deliver tailored financial strategies as a fiduciary, guide clients through retirement, and collaborate with internal specialists to offer comprehensive recommendations while growing the practice and your compensation through performance.

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

• Develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients.
• Partner with clients to understand goals and deliver tailored financial strategies, acting as a fiduciary.
• Grow practice by expanding existing relationships and leveraging TIAA's wealth management capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs.
• Bring a thoughtful, entrepreneurial approach to practice growth while prioritizing clients' best interests.

Skills

Relationship management

Investment knowledge

People skills

Solutions mindset

Autonomy

FINRA licenses

Life & Health Insurance license

Job description

TIAA is seeking a Wealth Management Advisor in New York to build a high-quality wealth management practice by serving high-net-worth clients and managing an established book of business.

You will deliver tailored financial strategies as a fiduciary, guide clients through retirement, and collaborate with internal specialists to offer comprehensive recommendations while growing the practice and your compensation through performance.