Wealth Management Advisor

TIAA • Cambridge, MA

17h • $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 serves as clients’ primary financial contact, understands their goals, and delivers tailored financial strategies while acting as a fiduciary and in their best interests. The role guides clients through complex situations and into retirement, proactively grows the practice by expanding relationships and engaging TIAA’s wealth management capabilities, and collaborates with internal specialists to anticipate needs and provide comprehensive recommendations. A thoughtful, creative, and entrepreneurial approach to practice growth is expected, centered on clients’ best interests.

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. TIAA describes a collaborative in-office culture and offers hybrid-flex work arrangements, along with professional development resources and a comprehensive benefits package.

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 authentically, build trust, and act 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) 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 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 as a fiduciary, acting in their 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 client relationships and engaging TIAA’s full wealth management capabilities.
• Collaborate with internal specialists to provide comprehensive recommendations and anticipate client needs.
• Take 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 and superior retirement program.
• Tuition reimbursement.
• Hybrid-flex work arrangements.
• Robust professional development resources and learning and development pathways.
• Competitive health, wellness, and work-life offerings.

What This Job Offers

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