Wealth Management Advisor

TIAA

Wealth Management Advisor at TIAA working with affluent clients to build financial solutions. Analyzing financial landscapes and developing tailored recommendations for achieving their financial goals.

Posted 7/14/2026full-timeHanover • New Hampshire • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial analysis and client relationship management, with a strong focus on developing tailored financial solutions for affluent clients. Holds necessary financial licenses and certifications to provide comprehensive financial planning and investment advice.

Highest-signal resume keywords

Financial AnalysisClient Relationship ManagementFINRA Series 7 LicenseCertified Financial Planner (CFP)Life and Health Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Goal IdentificationFinancial Landscape AnalysisComplex Financial Solutions CommunicationBook of Business ManagementFinancial Recommendations Development

Soft Skills

Relationship BuildingClient Communication

Certifications & Qualifications

FINRA Series 63 LicenseFINRA Series 65 LicenseFINRA Series 66 LicenseCertified Financial Planner (CFP)Life and Health Insurance License

Industry Keywords

Affluent ClientsFinancial SolutionsPersonal AccountabilityInvestment AdviceFinancial Planning

About the role

Key responsibilities & impact

Partner with affluent clients to identify their financial goals
Analyze their financial landscape and develop recommendations
Communicate complex financial solutions to clients
Build meaningful relationships and implement appropriate financial solutions

Requirements

What you’ll need

5+ years in a role with personal accountability and managing a book of business or equivalent experience
5+ years building long lasting relationships with affluent clients or equivalent experience
FINRA Registrations: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications
Life and Health Insurance License (Resident State) - Multiple Issuers required
Certified Financial Planner (CFP) or Chartered Financial Analyst preferred

Benefits

Comp & perks

Comprehensive Total Rewards package
Highly competitive health offerings
Superior retirement program
Wellness programs