Wealth Management Advisor
$100,000–$110,000 year
HybridCambridge, Massachusetts, United States
Job Summary
Manage high-net-worth clients by partnering to understand goals, delivering tailored financial strategies as a fiduciary, and guiding them through retirement planning. Serve as the primary financial contact, navigating complex situations while proactively growing your practice through relationship expansion and internal collaboration. Apply a thoughtful, entrepreneurial approach to practice growth, ensuring all actions center on client best interests. This sales role offers a base pay range of $100,000 to $110,000 plus variable compensation tied to book of business and performance metrics. TIAA covers costs for required licenses and CFP/CFA designations, providing tuition reimbursement and hybrid-flex work arrangements.
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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