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Added 7 mins ago
Acquisition & Utilization Specialist
Veterans Affairs, Veterans Health Administration
McClellan, CA
Added 7 mins ago
Lead Director Product Membership
CVS Health
Remote, United States
…partnering closely with business leaders across Membership Management (MMT), Patient Engagement Escalations Program (PEEP), Value-Based Programs, and Patient Retention & Service Recovery…
Added 7 mins ago
A
Management Analyst
Alluvionic
Port Hueneme, CA
- $79,542 to $101,385 USD / year
Alluvionic is seeking several Management Analysts to support the Naval Surface Warfare Center, Port Hueneme Division. These professionals will help the Government assess organizational…
Added 7 mins ago
SR Financial Systems Analyst
Alluvionic
Port Hueneme, CA
Alluvionic is seeking several experienced Sr Financial Systems Analyst to support the Naval Surface Warfare Center, Port Hueneme Division. These professionals will provide financial…
Added 7 mins ago
Renewal and Reporting Analyst
CVS Health
Remote, United States
2+ years of experience working with healthcare, specifically with quality, renewals, client advocacy, and/or account management, including a demonstrated knowledge of medical terminology.
Added 7 mins ago
A
Financial Systems Analyst
Alluvionic
Port Hueneme, CA
- $97,870 to $125,825 USD / year
Alluvionic is seeking several experienced Financial Systems Analyst to support the Naval Surface Warfare Center, Port Hueneme Division. These professionals will provide financial management…
Added 8 mins ago
Space Analyst
Reyes Holdings
Huntington Beach, CA
Delivery of standard category management practices: shelf management, promotion planning/analysis, pricing analysis, and business development projects
Added 8 mins ago
Research Data Analyst
Stanford University
Stanford, CA
…Division of Clinical Informatics is seeking a Research Data Analyst to contribute to our research program focused on clinically applied machine learning, foundation models and multi-center…
Added 8 mins ago
Jr - Mid Cost Analyst / Estimator
TECOLOTE RESEARCH, INC.
El Segundo, CA
Added 8 mins ago
COMSEC Analyst
SpaceX
Hawthorne, CA
Join SpaceX as a COMSEC Analyst and take ownership of key COMSEC disciplines that directly support the security of our launch vehicles, satellites, and ground systems. This role offers the…
Added 8 mins ago
COMSEC Account Manager
SpaceX
Hawthorne, CA
Join SpaceX as a COMSEC Analyst and take ownership of key COMSEC disciplines that directly support the security of our launch vehicles, satellites, and ground systems. This role offers the…
Added 8 mins ago
Communications Security Account Manager
SpaceX
Hawthorne, CA
Join SpaceX as a COMSEC Analyst and take ownership of key COMSEC disciplines that directly support the security of our launch vehicles, satellites, and ground systems. This role offers the…
Added 8 mins ago
COMSEC Responsible Officer
SpaceX
Hawthorne, CA
Join SpaceX as a COMSEC Analyst and take ownership of key COMSEC disciplines that directly support the security of our launch vehicles, satellites, and ground systems. This role offers the…
Added 8 mins ago
Supervisory Management and Program Analyst
Federal Emergency Management Agency
Oakland, CA
Summary The ideal candidate is a collaborative program leader with demonstrated experience managing complex, cross-functional initiatives, including procurement planning, budget…
Added 8 mins ago
Coder - Insurance/Billing/Chart Review
Providence
Irvine, CA · Anaheim, CA
Upon hire: National Certified Health Data Analyst - American Health Information Management Association. Or
Added 8 mins ago
IT Systems Analyst
ATS Automation
Irvine, CA
The IT Systems Analyst is responsible for managing, documenting, and supporting company's local area network (LAN) and end user systems. Maintain corporate IT standards, internet and…
Added 9 mins ago
HA
Director Quality and Mission Assurance
Honeywell Aerospace
San Jose, CA
- $203,000 to $254,000 USD / year
Partner closely with Manufacturing, Supply Chain, Engineering, and Program Management to ensure quality is built into design, production, and supplier processes
Added 9 mins ago
Analyst - FinanceAcct
Maximus
Sacramento, CA
Assist program control staff with ad hoc financial and cost analysis as requested by program management and corporate finance.
Added 9 mins ago
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Data Analytics Program Mgr - Business Intelligence
CBRE
Sacramento, CA
- $120,000 to $135,000 USD / year
DataAnalytics Program Manager - Business Intelligence
Added 9 mins ago
Senior Portfolio Manager
CalSTRS
Sacramento, CA
An incumbent who possesses a professional certification in one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial…
Added 9 mins ago
Senior Investment Director, Public Markets
CalSTRS
Sacramento, CA
An incumbent who possesses a professional certification in one of the following designations: Chartered Financial Analyst (CFA), Certified Commercial Investment Member (CCIM), Financial…
Added 9 mins ago
OT Security Analyst – ICS Security & Network Segmentation
Cognizant
Sacramento, CA
We are seeking an experienced OT Security Analyst to assess and strengthen cybersecurity across industrial and manufacturing sites throughout the Americas. This role will focus on OT asset…
Added 9 mins ago
CA
Project Manager II - Streets Division - San Francisco Municipal Transportation Agency (5504)
City and County of San Francisco
San Francisco, CA
- $228,124 to $245,570 USD / year
…agency has more than 6,000 employees who are responsible for the management of all ground and some underground transportation in the city. The SFMTA has oversight over public transit, as…
Added 9 mins ago
Custodian – Real Estate Division (TEX 2708)
City and County of San Francisco
San Francisco, CA
Property and Facility Management: RED provides services to over 6 million square feet of City-owned property, including civic facilities such as City Hall, 49 South Van Ness, the Hall of…
Added 9 mins ago
CA
7347-Plumber
City and County of San Francisco
San Francisco, CA
- $127,062 to $154,492 USD / year
Property and Facility Management: RED provides services to over 6 million square feet of City-owned property, including civic facilities such as City Hall, 49 South Van Ness, the Hall of…

TIAA

Wealth Management Advisor

Cambridge, MA, United States

$100,000 to $110,000 USD / year

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Job details

Pay: $100,000 to $110,000 USD / year
Apply by: Dec 15, 2026
Experience: 5+ years of experience managing a book of business and building long-lasting relationships with affluent clients
Posting language: English
Posted: Nov 6, 2026

Original job description

Rooted in Mission. Powered by Your Practice. As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:

Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests
Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement
Proactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilities
Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs
Bring a thoughtful, creative, and entrepreneurial approach to practice growth - always centered on what's best for your clients

The Experience You Bring

Required:

5+ years of experience managing a book of business and building long-lasting relationships with affluent clients
Deep knowledge of investment solutions and financial planning
Exceptional people skills - engage clients with authenticity, build trust naturally, and always act in their best interests
Solutions-oriented mindset with the drive to make a meaningful difference in clients' financial lives
Thrives with both 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

Preferred:

Life and Health Insurance License (Resident State) Multiple Issuers required
Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base salary upon successful completion

Rewarding the Practice You Build This is a sales role - in addition to base salary, you are eligible for a competitive variable compensation package tied to your book of business, sales performance, and key performance metrics. Your total compensation extends well beyond base salary and grows as your practice grows. As you continue to build and expand your practice, you'll have the opportunity for promotion that can unlock additional compensation enhancements along the way. TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources - because taking care of our people is just as important as taking care of our clients.

Related Skills

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management

Anticipated Posting End Date:

2026-12-15

Base Pay Range: $100,000/yr - $110,000/yr Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

_____________________________________________________________________________________________________

Company Overview Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.

Our Culture of Impact At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways - because when our people succeed, our impact on clients' lives grows stronger.

Benefits and Total Rewards The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary.

Equal Opportunity We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

Our full EEO & Non-Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.

Accessibility Support TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755 Email: accessibility.support@tiaa.org

Drug and Smoking Policy TIAA maintains a drug-free and smoke/free workplace.

Privacy Notices For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of TIAA Global Capabilities, click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

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More about this job

Skills

Financial planning
CFA
Sales
Collaboration
Communication skills
Process improvement

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