Wealth Management Advisor

TIAA • Providence, RI

1d • $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 serves as clients’ primary financial contact, understands their goals, and delivers tailored financial strategies while acting as a fiduciary and prioritizing their best interests. The role includes guiding clients through complex financial situations and retirement, growing the practice through existing relationships and TIAA’s wealth management capabilities, and partnering with internal specialists to provide comprehensive recommendations and anticipate client needs. This is a sales role with base salary and variable compensation tied to the advisor’s book of business, sales performance, and key performance metrics. Practice growth may create promotion opportunities with 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 authentic client engagement, natural trust-building, 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) or Chartered Financial Analyst (CFA) Level I. If the candidate does not hold either designation, TIAA will cover the cost of obtaining one and increase base salary upon successful completion.

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 their best interests.
• Serve as the primary financial contact for clients and guide them through complex situations 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.
• Use a thoughtful, creative, and entrepreneurial approach to practice growth, centered on clients’ best interests.
• Build and expand a practice, with compensation linked in part to book of business, sales performance, and key performance metrics.

Benefits

• Competitive variable compensation package tied to book of business, sales performance, and key performance metrics.
• Promotion opportunities that may unlock additional compensation enhancements as the practice grows.
• Industry-leading benefits package, including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and professional development resources.
• Comprehensive Total Rewards package with a superior retirement program and health, wellness, and work-life offerings.

What This Job Offers

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