Wealth Planning Advisor for High-Net-Worth Clients

TIAA; New York (NY); On-site; USD 84,000 - 110,000; Full time

Job summary

TIAA is seeking a Financial Planning Advisor in New York to partner with an Executive Wealth Management Advisor, identify client goals, analyze financial landscapes, and develop tailored recommendations. The role emphasizes growing the client book through referrals and delivering strategic financial guidance across products and services.

The position focuses on high-net-worth clients, requires university education and 3+ years of experience (5+ preferred), with FINRA licenses to be obtained

Qualifications

• University degree preferred.
• 3+ years relevant client advisory experience; 5+ years preferred.
• FINRA Series 7, Series 63, Series 65, Series 66 registrations required within 120 days from start date.

Responsibilities

• Manages and grows relationships with high-net-worth clients across all products and services, focusing on book growth and asset retention.
• Develops strategic and tactical plans addressing client challenges.
• Tailors investment strategies to client objectives, liquidity needs, and tax implications to create customized financial plans.
• Reviews client information, including financial statements and risk profiles, to guide recommendations.
• Grows book of business through referrals and maintains post-retirement client relationships.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement Mindset

Practice Management Strategy

Retirement Planning

Sales

Wealth Management

TIAA Products/Services Acumen

Education

University degree preferred

Job description

TIAA is seeking a Financial Planning Advisor in New York to partner with an Executive Wealth Management Advisor, identify client goals, analyze financial landscapes, and develop tailored recommendations. The role emphasizes growing the client book through referrals and delivering strategic financial guidance across products and services.

The position focuses on high-net-worth clients, requires university education and 3+ years of experience (5+ preferred), with FINRA licenses to be obtained