Wealth Management Advisor - Chicago, IL

Overview

The Wealth Management Advisor partners with high-net worth clients to identify their financial goals, analyze their financial landscape and develop recommendations that will help them work towards well defined financial objectives. This role builds strong relationships and trust with clients to provide strategic investment advice and recommend value-added products and services. During the initial period of employment, the role is non-exempt and paid hourly with overtime eligibility.

After training, the role becomes exempt and salaried at the same weekly rate (hourly rate x 40). All licenses must be obtained within 120 days from the start date.

• Develops and implements strategic and tactical plans with strong considerations to client challenges.
• Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans.
• Reviews client information, including financial statements, risk investment profile and cash availability.
• Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs.
• Grows book of business through identifying value-added products and services for clients and develops additional business through referrals.
• Performs investment research and stays informed of developments in security markets in order to provide clients with up-to-date financial guidance.
• Confers with tax attorneys, accountants, etc. to determine legal consequences of investment decisions and resolve account problems.

• University (Degree) Preferred

• 5+ Years Required; 7+ Years Preferred

• SRC Indicator:
  Series 7;
  Series 63;
  Series 65;
  Series 66

• Life and Health Insurance License (Resident State) - Multiple Issuers required

• Sedentary Work

8IC

Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management

Base Pay Range: $48.08/hr - $52.88/hr

Advisors are eligible to participate in competitive variable compensation package with upside potential. Actual base salary may vary based on experience, tenure, internal peer salaries, performance, business sector, and geographic location. Some roles include incentive programs.

Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. We are a market-leading retirement company focused on clients and outcomes.

We are an Equal Opportunity Employer. We do not discriminate based on age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO and Non-Discrimination statement is available on our careers page.

TIAA offers support for applicants who need assistance with our online application process to ensure equal opportunity. Please contact our Accessibility Support Team if you need accommodations during the application process.

Phone:
Email: accessibility.support