Wealth Management Advisor (Waltham, MA)

Wealth Management Advisor (Waltham, MA)

Rooted in Mission. Powered by Your Practice.

As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:

• Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests
• 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

Experience

• You Bring

• Required:

• 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

• Rewarding the Practice You Build

• This is a sales role — in addition to base salary, you are eligible for a competitive variable compensation package tied to your book of business, sales performance, and key performance metrics. Your total compensation extends well beyond base salary and grows as your practice grows. As you continue to build and expand your practice, you'll have the opportunity for promotion that can unlock additional compensation enhancements along the way.

• TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources — because taking care of our people is just as important as taking care of our clients.

• Related Skills

• Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management

• Benefits and Total Rewards

• The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our

• Benefits

• Summary.

• Equal Opportunity

• We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

• Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

• Accessibility Support

• TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

• Drug and Smoking Policy

• TIAA maintains a drug-free and smoke/free workplace.

• Privacy Notices

• For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

• For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

• For Applicants of TIAA Global Capabilities, click here.

• For Applicants of Nuveen residing in Europe and APAC, please click here.