Wealth Management Advisor - Evanston, Il

TIAA

Evanston, IL, US
Base: $100,000pyr - $110,000pyr; bonus/equity: not...
Strong client relationship management skills
Ability to analyze financial landscapes
Experience with affluent clients
Advisors at TIAA deepen relationships with clients and grow their practice through referrals

Job Summary

  • Advisors at TIAA deepen relationships with clients and grow their practice through referrals.
  • The role involves developing financial solutions tailored to clients' unique scenarios.
  • TIAA is committed to the well-being of associates and offers a comprehensive Total Rewards package.

Matching Summary

Advisors at TIAA deepen relationships with clients and grow their practice through referrals.

Salary

Base: $100,000/yr - $110,000/yr; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • Strong client relationship management skills
  • Ability to analyze financial landscapes
  • Experience with affluent clients

Nice-to-have

  • Entrepreneurial mindset for growth
  • Collaborative team environment
  • Commitment to diversity and ethics

Key Requirements

  • 5+ years managing a book of business
  • FINRA Series 7, 63, 65, or 66 required
  • Life and Health Insurance License required

Work Rights

Not specified

Tailored Resume

Cover Letter