Wealth Management Advisor

TIAA

Wealth Management Advisor developing strategies for high-net-worth clients at TIAA. Building and deepening relationships while navigating complex financial situations in the wealth management sector.

Posted 6/25/2026full-timeNew York City • New York • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact

Develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients.
Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests.
Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement.
Proactively grow your 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.
Bring a thoughtful, creative, and entrepreneurial approach to practice growth — always centered on what's best for your clients.

Requirements

What you’ll need

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 - engage clients with authenticity, build trust naturally, and always act in their best interests
Solutions-oriented mindset with the drive to make a meaningful difference in clients' financial lives
Thrives with both autonomy and accountability
FINRA Series 7 and Series 63; Series 65 or 66 Life and Health Insurance License — all licenses must be obtained within 120 days of start date
Life and Health Insurance License (Resident State) Preferred
Multiple Issuers required
Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base salary upon successful completion.

Benefits

Comp & perks

industry-leading benefits package
top-tier retirement plan
tuition reimbursement
hybrid-flex work arrangements
robust professional development resources

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment solutionsfiduciary responsibilitywealth managementrelationship managementpractice growth strategiesclient engagementretirement planningsolutions-oriented mindsetautonomy and accountability

Soft Skills

exceptional people skillsauthenticitytrust buildingcreativityentrepreneurial approachproactive communicationclient-centric focuscollaborationproblem-solvingadaptability

Certifications

FINRA Series 7FINRA Series 63Series 65Series 66Life and Health Insurance LicenseCertified Financial Planner (CFP)Chartered Financial Analyst (CFA) Level I