Hybrid Wealth Advisor for High-Net-Worth Clients

Teachers Insurance and Annuity Association of America

Champaign (IL)

Hybrid

USD 100,000 - 110,000

Full time

7 days ago

Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Hybrid-flex work arrangements

Job summary

Teachers Insurance and Annuity Association of America seeks a Wealth Management Advisor in Champaign, IL. You will manage an established book of high-net-worth clients, delivering tailored strategies and acting as fiduciary.

The role includes growing the practice and coordinating with internal specialists to meet client needs. Required are 5+ years in wealth management, deep investment knowledge, and FINRA licenses; Life/Health licenses must be obtained within 120 days.

Qualifications

5+ years of experience managing a book of business with affluent clients
Deep knowledge of investment solutions and financial planning
Exceptional people skills and fiduciary client focus
Solutions-oriented mindset with impact on client financial lives
Thrives with autonomy and accountability
FINRA Series 7 and Series 63; Series 65 or 66
Life and Health Insurance License obtained within 120 days of start

Responsibilities

Partner with clients to understand goals and deliver tailored financial strategies
Serve as primary financial contact, guiding clients through retirement
Grow practice by expanding relationships and leveraging full wealth management capabilities
Collaborate with internal specialists to deliver comprehensive recommendations
Bring a thoughtful, entrepreneurial approach to practice growth