Wealth Management Advisor (nyc)

TIAA Jobs

New York, NY, United States
Base: $100,000pyr - $110,000pyr; bonus: incentive ...
5+ years managing a book of business
Series 7, 63, 65, or 66 licenses
Building relationships with affluent clients
Advisors at TIAA deepen relationships with an established base of clients while organically growing their practice through referrals

Job Summary

  • Advisors at TIAA deepen relationships with an established base of clients while organically growing their practice through referrals.
  • The role requires identifying financial goals, analyzing the financial landscape, and developing recommendations for affluent clients.
  • TIAA offers comprehensive benefits including a superior retirement program and competitive health and wellness offerings.

Matching Summary

Advisors at TIAA deepen relationships with an established base of clients while organically growing their practice through referrals.

Salary

Base: $100,000/yr - $110,000/yr; Bonus: Incentive program linked to performance possible; Benefits: Comprehensive Total Rewards package including retirement and health

Skills & Requirements

Must-have

  • 5+ years managing a book of business
  • Series 7, 63, 65, or 66 licenses
  • Building relationships with affluent clients

Nice-to-have

  • Entrepreneurial mindset for growth
  • Deep curiosity about client needs
  • Strong interpersonal communication skills
  • Commitment to ethical standards

Key Requirements

  • University Degree preferred
  • Obtain all FINRA registrations within 120 days
  • Life and Health Insurance License required
  • CFP or CFA certification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter