Wealth Management Advisor (Boston, MA)
teachers insurance annuity associationEast Boston (MA)
Wealth Management Advisor (Boston, MA)
Posted today
teachers insurance annuity associationEast Boston (MA)
SENIORITY
Senior
About the role
Overview:
In this role you will build and deepen a wealth management practice for high-net-worth clients, acting as a fiduciary to deliver tailored financial strategies. You will be the main financial contact, navigating complex retirement and investment scenarios while expanding client relationships and coordinating with internal specialists. You’ll bring an entrepreneurial mindset to grow the practice and leverage TIAA’s full wealth management capabilities. This opportunity blends advisory depth with a performance-driven environment and promising development avenues. Compensation / Benefits Top-tier retirement plan Tuition reimbursement Hybrid-flex work arrangements Robust professional development resources
Responsibilities:
Manage a book of affluent clients and deliver tailored financial strategies Act as fiduciary and prioritize clients' best interests Serve as primary contact for complex retirement and financial planning needs Proactively grow the practice by expanding relationships and leveraging full wealth management capabilities Collaborate with internal specialists to deliver comprehensive recommendations Drive practice growth with a thoughtful, creative, and client-centric approach
Key requirements:
5+ years of experience managing a book of business with affluent clients Deep knowledge of investment solutions and financial planning Excellent interpersonal skills and trust-building abilities Solutions-oriented mindset with impact on clients' financial lives 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 Authenticity in client interactions Trust-building Collaborative mindset Investment solutions knowledge Financial planning proficiency Wealth management product knowledge
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.