Wealth Management Advisor (andover, Ma)

TIAA

Andover, MA, US
Base: $100,000pyr - $110,000pyr; bonus: pyrticipyt...
5+ years managing book of business
Series 7 series 63 series 65 or 66 licenses
Life and health insurance license
Advisors at TIAA deepen relationships with an established base of clients and organically grow their practice through referrals

Job Summary

  • Advisors at TIAA deepen relationships with an established base of clients and organically grow their practice through referrals.
  • The role requires partners to identify financial goals, analyze the financial landscape, and develop recommendations for affluent clients.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness offerings.

Matching Summary

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

Salary

Base: $100,000/yr - $110,000/yr; Bonus: Participation in incentive programs linked to performance; Benefits: Comprehensive Total Rewards including retirement and health offerings

Skills & Requirements

Must-have

  • 5+ years managing book of business
  • Series 7 Series 63 Series 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
  • Collaborative team environment
  • Commitment to ethical practices

Key Requirements

  • University Degree required
  • 5+ years experience with personal accountability
  • Obtain all licenses within 120 days
  • Preferred CFP or CFA certification

Work Rights

Not specified

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