Wealth Management Advisor (Albany, NY)

As a Wealth Management Advisor, you will develop a high‑quality practice by managing and deepening relationships with an established book of high‑net‑worth clients. Responsibilities 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. Qualifications 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—must be obtained within 120 days of start date. Preferred Qualifications Life and Health Insurance License (Resident State) with multiple issuers. 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. Compensation and Benefits The role offers a base salary of $100,000–$110,000 per year, with a competitive variable component tied to book growth, sales performance, and key metrics. Total compensation grows with practice expansion and may include incentive programs. Benefits include a top‑tier retirement plan, tuition reimbursement, hybrid‑flex work arrangements, and robust professional development resources. 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. #J-18808-Ljbffr TIAA