Wealth Management Advisor (Melville, NY)

TIAA • Melville, NY

23h • $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 as a fiduciary, serves as their primary financial contact, and guides them through complex situations and retirement. The role also involves growing the practice by expanding relationships and using TIAA's wealth management capabilities, collaborating with internal specialists, anticipating 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 advisor's book of business, sales performance, and key performance metrics. Practice growth may provide opportunities for promotion and additional compensation enhancements. The role is based in Melville, New York. The posting lists a base pay range of $100,000 to $110,000 per year; actual base salary may vary based on relevant factors. 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), with 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 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 putting clients' interests first.
• Serve as the primary financial contact for clients, navigate complex situations, and guide them through and into retirement.
• Grow the practice by expanding existing client relationships and engaging TIAA's 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 clients' best interests.

Benefits

• 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 supporting physical, emotional, and financial well-being.
• Potential participation in performance-linked incentive programs, depending on the role.

What This Job Offers

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