Wealth Management Advisor - Champaign, IL

TIAA•Champaign, IL

9d•Hybrid

About The Position

The Wealth Management Advisor develops a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. The advisor serves as clients’ primary financial contact, understands their goals, and delivers tailored financial strategies while acting as a fiduciary and putting clients’ interests first. The role guides clients through complex financial situations and retirement, grows the practice by expanding existing relationships and using TIAA’s wealth management capabilities, and collaborates with internal specialists to provide comprehensive recommendations and anticipate client needs. The advisor brings an entrepreneurial, thoughtful, and creative approach to practice growth. This is a sales role with base salary and eligibility for variable compensation tied to the advisor’s book of business, sales performance, and key performance metrics. Practice growth may provide opportunities for promotion and additional compensation enhancements. The position offers hybrid-flex work arrangements.

Requirements

At least 5 years of experience managing a book of business and building long-lasting relationships with affluent clients.
Deep knowledge of investment solutions and financial planning.
Strong people skills, including the ability to engage authentically, build trust, and act in clients’ best interests.
A solutions-oriented mindset and drive to make a meaningful difference in clients’ financial lives.
Ability to thrive with both autonomy and accountability.
FINRA Series 7 and Series 63 licenses, plus Series 65 or 66.
All required licenses must be obtained within 120 days of the start date.

Nice To Haves

Resident-state Life and Health Insurance License with multiple issuers.
Certified Financial Planner (CFP) designation or Chartered Financial Analyst (CFA) Level I. TIAA will cover the cost of obtaining one designation and increase base salary upon successful completion if the candidate does not already hold either.

Responsibilities

Manage and deepen relationships with an established book of high-net-worth clients.
Understand clients’ goals and deliver tailored financial strategies as a fiduciary, acting in their best interests.
Serve as the primary financial contact for clients, navigating complex situations and guiding them through and into retirement.
Grow the practice by expanding existing relationships and engaging TIAA’s full wealth management capabilities.
Collaborate with internal specialists to provide comprehensive recommendations and anticipate client needs.
Apply a thoughtful, creative, and entrepreneurial approach to practice growth, centered on clients’ best interests.