Strategic Wealth Advisor: Client Portfolios & Plans
Job in
Hamden, New Haven County, Connecticut, 06517, USA
Listed on 2026-06-14
Listing for:
TIAA
Full Time
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
TIAA is seeking a Wealth Advisor in Hamden, Connecticut to partner with clients and help them achieve their financial goals. You will manage client portfolios, tailor investment strategies, and grow the business through referrals. Candidates should have at least 3 years of financial services experience, with a preference for 5+ years. Required registrations include Series 7, 63, and 65 (or 66).
This role offers a competitive salary ranging from $80,000 to $95,000 annually, alongside comprehensive benefits for associates.
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