Wealth Management Advisor (Boston, MA)
$100,000–$110,000 year
On-siteBoston, Massachusetts, United States
Job Summary
Partner with high-net-worth clients to understand their goals and deliver tailored financial strategies as a fiduciary. Serve as the primary financial contact, navigating complex situations and guiding clients through retirement planning. 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 while bringing a thoughtful, creative, and entrepreneurial approach to practice growth. This role requires 5+ years managing a book of business, holding FINRA Series 7, 63, and 65 licenses, and offers a base salary of $100,000–$110,000 with variable compensation tied to sales performance.
Required Qualifications
- 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
Desired Qualifications
- 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
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