Wealth Management Advisor (burlington, Vt Or Hanover, Nh)

TIAA

Hanover, New Hampshire, USA
Base: $48.08ph - $52.88ph; bonus/equity: variable ...
Hybrid
5+ years managing book of business
Series 7, 63, 65, or 66 licenses
Building relationships with affluent clients
TIAA is seeking a Wealth Management Advisor to deepen client relationships and provide tailored financial solutions in a hybrid work environment. The ideal candidate will have strong experience in managing affluent client relationships, possess relevant financial certifications, and thrive in a collaborative, client-centric culture. ###

Job Summary

  • Advisors partner with affluent clients to identify financial goals and develop recommendations for well-defined objectives.
  • The role requires obtaining all necessary FINRA registrations within 120 days of the start date.
  • TIAA offers a competitive variable compensation package with material upside potential linked to external sales and performance metrics.

Matching Summary

Match Score: 85

TIAA is seeking a Wealth Management Advisor to deepen client relationships and provide tailored financial solutions in a hybrid work environment. The ideal candidate will have strong experience in managing affluent client relationships, possess relevant financial certifications, and thrive in a collaborative, client-centric culture. ###

Salary

Base: $48.08/hr - $52.88/hr; Bonus/Equity: Variable compensation on external sales and performance; 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
  • Building relationships with affluent clients

Nice-to-have

  • Entrepreneurial mindset for growth
  • Deep curiosity about client needs
  • CFP or CFA certification preferred

Key Requirements

  • University degree preferred
  • Series 7, 63, 65, 66 licenses required
  • Life and Health Insurance License required
  • 5+ years experience with affluent clients

Work Rights

Not specified

Tailored Resume

Cover Letter