Wealth Management Advisor - Chicago, IL

TIAA•Chicago, IL

7d•$48 - $53

About The Position

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 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.

Requirements

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: Sedentary Work
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

Nice To Haves

University (Degree) Preferred

Responsibilities

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.

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