Wealth Manager: Grow a High-Net-Worth Practice

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

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.