Strategic Wealth Advisor for Affluent Clients
Job in
Stamford, Fairfield County, Connecticut, 06925, USA
Listed on 2026-08-10
Listing for:
TIAA
Full Time
position Listed on 2026-08-10
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 in Stamford to develop a high-quality practice by managing an established book of high-net-worth clients. You will partner with clients, deliver tailored strategies, and guide them from accumulation to retirement, while expanding relationships with TIAA's wealth management capabilities.
The role requires 5+ years of experience with affluent clients, deep investment and financial planning knowledge, and active licenses (Series 7/63/65/66 and
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