Wealth Management Advisor (Red Bank, NJ)

TIAA • Red Bank, NJ

3d • $100,000 - $110,000 • Hybrid

About The Position

The Wealth Management Advisor develops a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. The advisor partners with clients to understand their goals and deliver tailored financial strategies, acting as a fiduciary and prioritizing clients' best interests. As the primary financial contact, the advisor navigates complex situations and guides clients through and into retirement. The role includes growing the practice by expanding existing relationships and engaging TIAA's wealth management capabilities, while collaborating with internal specialists to provide comprehensive recommendations and anticipate client needs. Practice growth should be thoughtful, creative, entrepreneurial, and centered on clients.

This is a sales role with base salary and eligibility for variable compensation tied to the book of business, sales performance, and key performance metrics. As the practice grows, promotion opportunities may provide additional compensation enhancements. TIAA offers hybrid-flex work arrangements and professional development resources.

Requirements

• At least 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, including engaging authentically, building trust, and acting in clients' best interests.
• A solutions-oriented mindset and drive to make a meaningful difference in clients' financial lives.
• Ability to thrive with both autonomy and accountability.
• FINRA Series 7 and Series 63 licenses, and Series 65 or 66.
• Life and Health Insurance License; all licenses must be obtained within 120 days of the start date.

Nice To Haves

• Life and Health Insurance License (Resident State), Multiple Issuers required.
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. TIAA will cover the cost of obtaining one designation and increase base salary upon successful completion if the candidate does not already hold either designation.

Responsibilities

• Manage and deepen relationships with an established book of high-net-worth clients.
• Understand clients' goals and deliver tailored financial strategies while acting as a fiduciary and prioritizing their best interests.
• Serve as the primary financial contact and guide clients through complex situations and into retirement.
• Grow the practice by expanding existing relationships and engaging TIAA's wealth management capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs.
• Build and expand the practice using a thoughtful, creative, and entrepreneurial approach centered on clients.

Benefits

• Competitive variable compensation tied to book of business, sales performance, and key performance metrics.
• Opportunity for promotion that may unlock additional compensation enhancements.
• Industry-leading benefits package.
• Top-tier retirement plan.
• Tuition reimbursement.
• Hybrid-flex work arrangements.
• Professional development resources.
• Health, wellness, and work-life offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed