Wealth Management Advisor - Evanston, Il

TIAA Jobs

Evanston, IL, United States
Base: $100,000pyr - $110,000pyr; bonus: incentive ...
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5+ years managing book of business
Building relationships with affluent clients
Deep curiosity uncovering client needs
** TIAA is seeking a Wealth Management Advisor in Evanston, IL, to deepen client relationships and provide tailored financial solutions. The ideal candidate will have a strong background in wealth management, relationship building, and a commitment to client service, along with relevant certifications. **

Job Summary

  • Advisors at TIAA deepen relationships with an established base of clients to deliver financial solutions that ignite dreams.
  • The role requires partnering with affluent clients to identify financial goals, analyze their landscape, and develop tailored recommendations.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health and wellness benefits.

Matching Summary

Match Score: 75

** TIAA is seeking a Wealth Management Advisor in Evanston, IL, to deepen client relationships and provide tailored financial solutions. The ideal candidate will have a strong background in wealth management, relationship building, and a commitment to client service, along with relevant certifications. **

Salary

Base: $100,000/yr - $110,000/yr; Bonus: Incentive program linked to performance; Benefits: Comprehensive Total Rewards including retirement and health

Skills & Requirements

Must-have

  • 5+ years managing book of business
  • Building relationships with affluent clients
  • Deep curiosity uncovering client needs
  • Entrepreneurial mindset for practice growth
  • Strong investment solutions knowledge

Nice-to-have

  • Giving and receiving constructive feedback
  • Collaborative team environment
  • Continuous improvement mindset
  • Ethical company values alignment
  • Diversity and inclusion focus

Key Requirements

  • Series 7, 63, 65, or 66 FINRA registrations
  • Life and Health Insurance License required
  • University degree preferred
  • CFP or CFA certification preferred
  • Obtain all licenses within 120 days

Work Rights

Not specified

Tailored Resume

Cover Letter