Wealth Management Advisor (West Hartford, CT)
About The Position
The Wealth Management Advisor will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. The role involves understanding clients’ goals and delivering tailored financial strategies while acting as a fiduciary and putting clients’ best interests first. The advisor serves as clients’ primary financial contact, guides them through complex situations and retirement, and grows the practice by expanding existing relationships and engaging TIAA’s wealth management capabilities. The advisor collaborates with internal specialists to provide comprehensive recommendations and anticipate client needs, using a thoughtful, creative, and entrepreneurial approach to practice growth. This is a sales role. In addition to base salary, the advisor is eligible for variable compensation tied to their book of business, sales performance, and key performance metrics. Practice growth can provide opportunities for promotion and additional compensation enhancements. The position is based in West Hartford, Connecticut; the posting describes hybrid-flex work arrangements as part of TIAA’s offerings but does not specify the role’s workplace type.
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, plus Series 65 or Series 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) designation 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 already hold one.
Responsibilities
- Manage and deepen relationships with an established book of high-net-worth clients.
- Understand clients’ goals and deliver tailored financial strategies as a fiduciary, acting in clients’ best interests.
- Serve as the primary financial contact for clients, navigating complex situations and guiding 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 provide comprehensive recommendations and anticipate client needs.
- Apply a thoughtful, creative, and entrepreneurial approach to practice growth centered on client interests.
Benefits
- Industry-leading benefits package.
- Top-tier retirement plan and superior retirement program.
- Tuition reimbursement.
- Hybrid-flex work arrangements.
- Robust professional development resources.
- Competitive health, wellness, and work-life offerings.
- Variable compensation tied to book of business, sales performance, and key performance metrics.
- Potential additional compensation enhancements through promotion as the practice grows.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
