Wealth Management Advisor - Champaign, IL

TIAA • Champaign, IL

1d • $100,000 - $110,000 • Hybrid

About The Position

The Wealth Management Advisor will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. The advisor partners with clients to understand their goals and deliver tailored financial strategies as a fiduciary, serves as their primary financial contact, and guides them through complex situations and retirement. The role also involves growing the practice by expanding client relationships and using TIAA’s wealth management capabilities, while collaborating with internal specialists to provide comprehensive recommendations and anticipate client needs. A thoughtful, creative, and entrepreneurial approach to practice growth is expected, centered on clients’ best interests.

This is a sales role with base salary and eligibility for variable compensation tied to book of business, sales performance, and key performance metrics. Practice growth may create opportunities for promotion and additional compensation enhancements. TIAA offers hybrid-flex work arrangements and professional development resources.

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.
• Exceptional people skills, including authentic client engagement, trust-building, and acting in clients’ best interests.
• 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, and Series 65 or 66.
• Life and Health Insurance License; all licenses must be obtained within 120 days of the start date.

Nice To Haves

• Life and Health Insurance License (Resident State) Multiple Issuers required.
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. TIAA will cover the cost of obtaining one of these designations and increase base salary upon successful completion if the candidate does not currently hold either.

Responsibilities

• Manage and deepen relationships with an established book of high-net-worth clients.
• Understand client goals and deliver tailored financial strategies while acting as a fiduciary and in clients’ 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 deliver comprehensive recommendations and anticipate client needs.
• Apply a thoughtful, creative, and entrepreneurial approach to practice growth centered on clients’ best interests.

Benefits

• Competitive variable compensation tied to book of business, sales performance, and key performance metrics.
• Opportunity for promotion and additional compensation enhancements as the practice grows.
• Top-tier retirement plan.
• Tuition reimbursement.
• Hybrid-flex work arrangements.
• Professional development resources.
• Competitive health, wellness, and work-life offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed