Wealth Management Advisor (Stamford, CT)

TIAA • Stamford, CT

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, serving as their primary financial contact and guiding them through complex situations and into retirement. The role includes expanding existing relationships, engaging TIAA's full wealth management capabilities, and collaborating with internal specialists to provide comprehensive recommendations and anticipate client needs. The advisor is expected to bring a thoughtful, creative, and entrepreneurial approach to practice growth, centered on clients' best interests.

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 lead to promotion and additional compensation enhancements. The role 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 the ability to engage clients authentically, build trust, and act in their best interests.
• 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 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 neither designation is currently held, 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 while acting as a fiduciary and 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 relationships and engaging TIAA's full wealth management capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs.
• Apply a thoughtful, creative, and entrepreneurial approach to practice growth centered on clients' best interests.

Benefits

• Industry-leading benefits package.
• Top-tier retirement plan.
• Tuition reimbursement.
• Hybrid-flex work arrangements.
• Robust professional development resources.
• Competitive variable compensation tied to book of business, sales performance, and key performance metrics.
• 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