Wealth Management Advisor
TIAA • Waltham, MA3d • $100,000 - $110,000
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Wealth Management Advisor (Waltham, MA)
TIAA•Waltham, MA
•$100,000 - $110,000
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 advisor partners with clients to understand their goals and deliver tailored financial strategies, acting as a fiduciary and in clients’ best interests. They serve as the primary financial contact, guide clients through complex situations and retirement, and grow their practice by expanding existing relationships and engaging TIAA’s wealth management capabilities. The role works with internal specialists to provide comprehensive recommendations and anticipate client needs, while taking a thoughtful, creative, and entrepreneurial approach to practice growth centered on clients. 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. The opportunity for promotion may provide additional compensation enhancements as the practice grows. The role is based in Waltham, Massachusetts; TIAA describes a collaborative in-office culture and offers hybrid-flex work arrangements.
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.
- Solutions-oriented mindset and drive to make a meaningful difference in clients’ financial lives.
- Ability to work with both autonomy and accountability.
- FINRA Series 7 and Series 63 licenses, and 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), 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 currently hold either.
Responsibilities
- Manage and deepen relationships with an established book of high-net-worth clients.
- Understand client goals and deliver tailored financial strategies, acting as a fiduciary and in clients’ best interests.
- Serve as clients’ primary financial contact, navigate complex situations, and guide clients 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.
Benefits
- 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.
- Variable compensation tied to book of business, sales performance, and key performance metrics.
- Potential additional compensation enhancements with promotion as the practice grows.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
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