Wealth Management Advisor - Evanston, Il

TIAA

Evanston, IL, United States
Base: $100,000pyr - $110,000pyr; bonus: incentive ...
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5+ years managing a book of business
Series 7, 63, 65, or 66 licenses
Building relationships with affluent clients
** TIAA is seeking a Wealth Management Advisor in Evanston, IL, to deepen client relationships and grow their practice through referrals. The ideal candidate will have at least five years of experience in managing affluent client relationships and possess relevant financial certifications. **

Job Summary

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

Matching Summary

Match Score: 75

** TIAA is seeking a Wealth Management Advisor in Evanston, IL, to deepen client relationships and grow their practice through referrals. The ideal candidate will have at least five years of experience in managing affluent client relationships and possess relevant financial certifications. **

Salary

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

Skills & Requirements

Must-have

  • 5+ years managing a book of business
  • Series 7, 63, 65, or 66 licenses
  • Building relationships with affluent clients

Nice-to-have

  • Entrepreneurial mindset for growth
  • Deep curiosity about client needs
  • Ability to give constructive feedback

Key Requirements

  • University degree preferred
  • Obtain all licenses within 120 days
  • Life and Health Insurance License required
  • CFP or CFA certification preferred

Work Rights

Not specified

Tailored Resume

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