Wealth Management Advisor - Chicago, Il

TIAA Jobs

Chicago, IL, USA
Base: not specified; bonus/equity: not specified; ...
High-net worth client management
Investment strategy development
Financial planning expertise
The Wealth Management Advisor partners with high-net worth clients to identify their financial goals

Job Summary

  • The Wealth Management Advisor partners with high-net worth clients to identify their financial goals.
  • This role builds strong relationships and trust with clients, providing strategic investment advice.
  • Advisors are eligible for a competitive variable compensation package with material upside potential.

Matching Summary

The Wealth Management Advisor partners with high-net worth clients to identify their financial goals.

Salary

Base: Not specified; Bonus/Equity: Not specified; Benefits: Comprehensive Total Rewards package

Skills & Requirements

Must-have

  • High-net worth client management
  • Investment strategy development
  • Financial planning expertise

Nice-to-have

  • Strong relationship building skills
  • Consultative communication style
  • Continuous improvement mindset

Key Requirements

  • 5+ years of relevant experience
  • FINRA registrations required
  • Life and Health Insurance License needed

Work Rights

Not specified

Tailored Resume

Cover Letter