Senior Wealth Advisor for High-Net-Worth Clients
Job in
Cambridge, Middlesex County, Massachusetts, 02140, USA
Listed on 2026-08-03
Listing for:
Retirement Resource Center, LLC.
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
TIAA is seeking a Wealth Management Advisor to build and deepen relationships with a high-net-worth client base. You will act as a fiduciary, delivering tailored financial strategies and guiding clients toward retirement while growing your practice with internal specialists and leveraging TIAA capabilities.
Ideal candidates bring 5+ years of affluent-client experience, deep investment knowledge, and CFP/CFA consideration is preferred. A life/health license is required within 120 days.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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