Wealth Management Advisor

TIAA

Wealth Management Advisor partnering with affluent clients to develop tailored financial solutions. Analyzing financial landscapes and building lasting relationships for retirement confidence.

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

Core Competencies

Role fit

Core Competencies

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

Highest-signal resume keywords

Financial PlanningClient 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 AnalysisInvestment Strategy DevelopmentRisk AssessmentPortfolio ManagementWealth Management

Soft Skills

Interpersonal CommunicationRelationship BuildingClient EngagementProblem Solving

Certifications & Qualifications

FINRA Series 63 LicenseFINRA Series 65 LicenseFINRA Series 66 LicenseChartered Financial Analyst - Level I

Industry Keywords

Affluent ClientsFinancial GoalsBook of BusinessFinancial Solutions

About the role

Key responsibilities & impact

Partner with affluent clients to identify their financial goals
Analyze clients' financial landscape and develop recommendations
Communicate complex financial solutions utilizing interpersonal skills
Build meaningful and long-lasting relationships with clients

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 SRC Indicator: 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) - Certified Financial Planner Board of Standards preferred
Or Chartered Financial Analyst - Level I - Chartered Financial Analyst Institute

Benefits

Comp & perks

Comprehensive Total Rewards package
Superior retirement program
Highly competitive health, wellness and work life offerings