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Wealth Management Advisor - Wheaton, IL

Employer
TIAA
Location
Wheaton, Illinois; Champaign, Illinois
Salary
$44.23/hr. - $52.88/hr.
Closing date
Mar 1, 2024

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Job Role
Wealth Advisor
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Preferred

Job Details

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.

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

LOCATION: This position is deemed Hybrid Flex which means this position will not be a fully remote position, but will allow for some flexibility. This position will be associated with the following TIAA metropolitan marketplaces or offices: Champaign, IL or Wheaton, IL.

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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:
2024-02-29

Base Pay Range: $44.23/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).

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Company Overview

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

Benefits and Total Rewards

The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That's why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary .

Equal Opportunity

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here .

Accessibility Support

TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.

If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:

Phone: (800) 842-2755

Email: accessibility.support@tiaa.org

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here .

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here .

For Applicants of Nuveen residing in Europe and APAC, please click here .

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