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The Wealth Management Advisor partners with affluent clients to develop financial strategies, maintain relationships, and provide solutions for their financial goals.

Manage the full hiring cycle including sourcing, screening, interviewing, offers, job postings, candidate communication, and building talent pipelines. Advise hiring managers, implement recruiting strategies, and mentor junior TA team members.

Manage and deepen relationships with a book of high-net-worth clients, act as primary fiduciary contact, deliver tailored investment and financial planning strategies, collaborate with specialists, proactively grow the practice through client expansion and sales, and ensure client-centric retirement planning and wealth management.

Manage and deepen relationships with a book of high-net-worth clients, deliver tailored financial and retirement strategies, act as primary fiduciary contact, collaborate with specialists, and proactively grow practice through sales and cross‑selling TIAA wealth capabilities.

Prepare and maintain investment performance analytics and reports, ensure GIPS compliance, troubleshoot results, automate reporting, and collaborate across PM, legal, client service, and vendors.

The Financial Consultant provides financial counseling to clients on TIAA products, educating them on investment options to aid in achieving financial goals.