Wealth Management Advisor

TIAA

Wealth Management Advisor managing high-net-worth client relationships and delivering tailored financial strategies. Collaborating with specialists and expanding practice in a rapidly evolving economic landscape.

Posted 7/16/2026full-timeWaltham • Massachusetts • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing high-net-worth client relationships and delivering tailored financial strategies, with a strong focus on investment solutions and financial planning. Holds relevant licenses and certifications to provide comprehensive wealth management services.

Highest-signal resume keywords

5+ Years Experience Managing A Book Of BusinessDeep Knowledge Of Investment SolutionsFINRA Series 7 And Series 63Certified Financial Planner (CFP) Or Chartered Financial Analyst (CFA) Level ILife And Health Insurance License

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningInvestment SolutionsWealth ManagementClient Relationship ManagementPractice Growth Strategies

Soft Skills

Exceptional People SkillsSolutions-Oriented MindsetAuthentic Client EngagementTrust BuildingAutonomy And Accountability

Certifications & Qualifications

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

Industry Keywords

High-Net-Worth ClientsWealth Management PracticeFinancial StrategiesComprehensive RecommendationsAffluent Clients

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
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
Preferred: Life and Health Insurance License (Resident State)
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

top-tier retirement plan
tuition reimbursement
hybrid-flex work arrangements
robust professional development resources