Wealth Management Advisor; Andover, MA

Wealth Management Advisor (T)

Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.

Should the following skills reflect who you are and who you aspire to be, you will thrive as an Advisor at TIAA.

• Deeply curious with a demonstrated ability to uncover the needs of the client.
• Giving and receiving constructive feedback are hallmarks of your character.
• Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.
• Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.
• Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.
• Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client's unique scenario, and unwavering work ethic.
• Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance.

• The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
• Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
• Builds meaningful and long-lasting relationships, developing and implementing appropriate financial solutions.
• All licenses must be obtained within 120 days from start date.

• University (Degree) Preferred

• 5+ years in a role with personal accountability and managing a book of business or equivalent experience;
  Required
• 5+ years building long lasting relationships with affluent clients or equivalent experience;
  Required

• SRC Indicator:
  Series 7;
  Series 63;
  Series 65;
  Series 66

• Life and Health Insurance License (Resident State) - Multiple Issuers required
• Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards preferred
• Chartered Financial Analyst – Level I - Chartered Financial Analyst Institute;
  If you do not have the CFP or CFA certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon successful completion;
  Preferred

• Sedentary Work

8IC

Base Pay Range: $100,000/yr - $110,000/yr

The organization is committed to making financial well‑being possible for its clients, and is equally committed to the well‑being of our associates. We offer a comprehensive Total Rewards package including a superior retirement program, health, wellness, and work‑life offerings to help you achieve and maintain your best possible physical, emotional, and financial well‑being.

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.

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. If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please contact our accessibility support team:

• Phone:
• Email: accessibility.support

TIAA maintains a drug‑free and smoke‑free workplace.