Wealth Management Advisor (West Hartford, CT)

TIAA; West Hartford (CT); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Top-tier retirement plan

Tuition reimbursement

Hybrid-flex work arrangements

Job summary

TIAA is seeking a Wealth Management Advisor in West Hartford, CT, to build a high-quality wealth management practice by deepening relationships with high-net-worth clients.

You will partner with clients to understand goals, deliver tailored strategies, and guide them into retirement while collaborating with internal specialists to provide comprehensive recommendations. This is a performance-based role with growth opportunities and robust benefits.

Qualifications

• 5+ years of experience managing a book of business and building relationships with affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Exceptional people skills – engage clients with authenticity and trust.
• Solutions-oriented mindset with the drive to make a meaningful difference.
• Autonomy and accountability in managing client relationships.

Responsibilities

• Partner with clients to understand goals and deliver tailored financial strategies, acting as a fiduciary.
• Serve as the primary financial contact, guiding clients through retirement.
• Grow practice by expanding relationships and leveraging TIAA's capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations.
• Bring an entrepreneurial approach to practice growth centered on clients’ best interests.

Skills

Relationship management

Investment knowledge

Financial planning

Client communication

Business development

Education

CFP or CFA Level I

Tools

FINRA Series 7/63

Series 65 or 66

Life and Health Insurance License

Job description

Rooted in Mission. Powered by Your Practice.

As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients.

Responsibilities

• Partner with clients to understand their goals and deliver tailored financial strategies, 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.

Required

The Experience You Bring

• 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.

Preferred

• Life and Health Insurance License (Resident State) for multiple issuers required.
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base salary upon successful completion.

Rewarding the Practice You Build

This is a sales role— in addition to base salary, you are eligible for a competitive variable compensation package tied to your book of business, sales performance, and key performance metrics. Your total compensation extends well beyond base salary and grows as your practice grows. As you continue to build and expand your practice, you'll have the opportunity for promotion that can unlock additional compensation enhancements along the way.

TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources—because taking care of our people is just as important as taking care of our clients.

Related Skills

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.

Anticipated Posting End Date: 2026-09-30

Base Pay Range: $100,000/yr - $110,000/yr

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.