Wealth Management Advisor - Chicago, Il

TIAA

Chicago, IL, US
Base: not specified; bonus/equity: not specified; ...
Strategic investment advice
Client relationship management
Investment research
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, allowing for strategic investment advice.
  • TIAA offers a comprehensive Total Rewards package designed to support associates' well-being.

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: Not specified

Skills & Requirements

Must-have

  • Strategic investment advice
  • Client relationship management
  • Investment research

Nice-to-have

  • Continuous improvement mindset
  • Collaborative team environment
  • Client obsessed culture

Key Requirements

  • 5+ years of relevant experience
  • FINRA Registrations: Series 7, 63, 65, 66
  • Life and Health Insurance License required

Work Rights

Not specified

Tailored Resume

Cover Letter