Wealth Management Advisor (Albany, NY)

Job description preview

From TIAA’s original posting

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…