Wealth Management Advisor (Waltham, MA)
TIAAWaltham, Massachusetts, United States
Posted February 2, 2026
96160 - 105760 USD
Full Time
About the Company
TIAA is a market-leading retirement company fueled by world-class asset management, fighting to ensure a more secure financial future for all.
Job Description
Wealth Management Advisor at TIAA, supporting affluent clients with financial goals, analyzing financial landscape, and developing recommendations for well-defined financial objectives.
Requirements
- 5+ years in a role with personal accountability and managing a book of business
- 5+ years building long lasting relationships with affluent clients
- FINRA Registrations: Series 7, Series 63, Series 65, Series 66
- Life and Health Insurance License (Resident State) - Multiple Issuers required
- Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification preferred
Benefits
- Superior retirement program
- Competitive health, wellness, and work-life offerings
- Variable compensation package with material upside potential
- Incentive program linked to performance