Wealth Management Advisor - Chicago, IL

Wealth Management Advisor - Chicago, IL page is loaded## Wealth Management Advisor - Chicago, ILremote type:
Hybrid Flex locations:
Chicago, IL, USAtime type:
Full time posted on:
Posted Todaytime left to apply:
End Date:
February 28, 2026 (30+ days left to apply) job requisition :
RThe 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 job builds strong relationships and trust with clients, which allows the Wealth Management Advisor to provide strategic investment advice for clients as well as recommend value-added products and services.

During your initial period of employment, you will receive training on TIAA's products and the role will be non-exempt – meaning you will be paid on an hourly basis and eligible for overtime pay. After the training period has concluded, the role will be exempt and you will be paid on a salaried basis at the same rate (i.e., your weekly salary will be equal to your hourly rate multiplied by 40) and you will no longer be eligible for overtime pay.

All licenses must be obtained within 120 days from start date.

** Key Responsibilities and Duties
*** 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.
** Educational Requirements
*** University (Degree) Preferred
** Work Experience
*** 5+ Years Required; 7+ Years Preferred
** FINRA Registrations
*** SRC Indicator:
Series 7;
Series 63;
Series 65;
Series 66
** Licenses and Certifications
*** Life and Health Insurance License (Resident State) - Multiple Issuers required
** Physical Requirements
**
* Physical Requirements:

Sedentary Work  
** Career Level
** 8IC  Related Skills 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
** Anticipated Posting End Date:
** Base Pay Range: $48.08/hr - $52.88/hr Advisors are eligible to participate in competitive variable compensation package (paid on external sales, book of business, and balanced performance metrics) with material upside potential.

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.  In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).

** Company Overview
** Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
** Our Culture of Impact
** At TIAA, we're on a mission to build…