Wealth Management Advisor (New York, NY)

TIAA • New York, NY

7d • $100,000 - $110,000

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, serving as a fiduciary and acting in clients’ best interests. They serve as clients’ primary financial contact, navigate complex situations, and guide clients through and into retirement.

The role also involves growing the practice by expanding existing relationships and engaging TIAA’s wealth management capabilities, collaborating with internal specialists to deliver comprehensive recommendations and anticipate client needs, and taking a thoughtful, creative, and entrepreneurial approach to practice growth. 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. Practice growth may create opportunities for promotion and additional compensation enhancements.

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 the ability to engage clients authentically, build trust, and act in their 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), with Multiple Issuers required.
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. TIAA will cover the cost of obtaining one of these designations and increase base salary upon successful completion if the candidate does not currently 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, acting as a fiduciary and in their best interests.
• Serve as clients’ primary financial contact, navigate complex situations, and guide them through and into retirement.
• Grow the 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.
• Use a thoughtful, creative, and entrepreneurial approach to practice growth centered on clients’ best interests.

Benefits

• Competitive variable compensation tied to book of business, sales performance, and key performance metrics.
• Promotion opportunities that can unlock additional compensation enhancements as the practice grows.
• Top-tier retirement plan.
• Tuition reimbursement.
• Hybrid-flex work arrangements.
• Professional development resources.
• Comprehensive Total Rewards package, including competitive health, wellness, and work-life offerings.

What This Job Offers

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