Wealth Management Advisor

About the role

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

Responsibilities

• Serve as the primary financial contact for clients
• Navigate complex financial situations and guide clients through and into retirement
• Proactively grow your practice by expanding existing relationships
• Engage TIAA’s full wealth management capabilities to meet client needs
• Collaborate with internal specialists to deliver comprehensive recommendations
• Anticipate client needs and deliver tailored financial strategies

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)
• 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

Pay

Base Pay Range: $100,000/yr – $110,000/yr. Actual base salary may vary upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

Benefits

TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources.

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