Wealth Management Advisor (Boston, MA)
Core
Develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients.
Role type
Senior Wealth Management Advisor (Sales/Practice Growth)
Builds
Tailored financial strategies and retirement plans for high-net-worth individuals
Domain
Wealth Management / Financial Planning
Required skills
Investment solutions knowledge, Financial planning, Client relationship management, Fiduciary approach, Practice growth strategy, Retirement planning
Preferred skills
CFP designation, CFA Level I, Life and Health Insurance Licensing
Technologies
TIAA Products/Services
Responsibilities
Partner with clients to understand goals and deliver tailored financial strategies, Serve as primary financial contact guiding clients through retirement, Proactively grow practice by expanding relationships, Collaborate with internal specialists for comprehensive recommendations
Seniority
Senior, hands-on IC