TIAA is seeking a Wealth Management Advisor in Waltham, MA, to deepen relationships with clients and grow their practice through referrals while delivering tailored financial solutions. The ideal candidate will have extensive experience in managing affluent client relationships and possess relevant financial licenses or certifications.
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Job Summary
Advisors partner with affluent clients to identify financial goals and develop recommendations for well-defined objectives.
TIAA offers to cover the cost of obtaining a CFP or CFA certification and increases base salary upon successful completion.
The role involves deepening relationships with an established client base while organically growing the practice through referrals.
Matching Summary
Match Score: 85
TIAA is seeking a Wealth Management Advisor in Waltham, MA, to deepen relationships with clients and grow their practice through referrals while delivering tailored financial solutions. The ideal candidate will have extensive experience in managing affluent client relationships and possess relevant financial licenses or certifications.
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Salary
Base: $48.08/hr - $52.88/hr; Variable: Competitive package on external sales and performance metrics; Benefits: Comprehensive total rewards including retirement and health offerings
Skills & Requirements
Must-have
5+ years managing book of business
Series 7, 63, 65, or 66 licenses
Life and Health Insurance License
Affluent client relationship management
Retirement planning expertise
Nice-to-have
CFP or CFA certification preferred
Entrepreneurial mindset for growth
Deep curiosity about client needs
Constructive feedback culture
Collaborative team environment
Key Requirements
University degree preferred
Obtain all required licenses within 120 days
Series 7, 63, 65, 66 registrations required
Resident Life and Health Insurance License required