Wealth Management Advisor - Chicago, Il

TIAA

Chicago, IL, United States
Base: $48.08ph - $52.88ph; variable: competitive p...
High-net-worth client relationship management
Strategic investment advice delivery
Customized financial plan development
The role involves partnering with high-net worth clients to identify financial goals and develop strategic recommendations

Job Summary

  • The role involves partnering with high-net worth clients to identify financial goals and develop strategic recommendations.
  • TIAA offers a comprehensive Total Rewards package including a superior retirement program and competitive health benefits.
  • Advisors must obtain all required FINRA registrations and licenses within 120 days of their start date.

Matching Summary

The role involves partnering with high-net worth clients to identify financial goals and develop strategic recommendations.

Salary

Base: $48.08/hr - $52.88/hr; Variable: Competitive package based on external sales and performance metrics; Benefits: Comprehensive total rewards including retirement and health offerings

Skills & Requirements

Must-have

  • High-net-worth client relationship management
  • Strategic investment advice delivery
  • Customized financial plan development
  • Investment research and market analysis
  • Value-added product sales and referrals

Nice-to-have

  • Collaborative in-office environment
  • AI tools for financial guidance
  • Consultative communication style
  • Continuous improvement mindset
  • Practice management strategy

Key Requirements

  • 5+ years of relevant work experience
  • Series 7, Series 63, Series 65, or Series 66 registration
  • Life and Health Insurance License (Resident State)
  • University degree preferred
  • Ability to work in Chicago, IL

Work Rights

Not specified

Tailored Resume

Cover Letter