Senior Wealth Management Advisor for High‑Net‑Worth Clients

TIAA; Illinois; Vor Ort; USD 100.000 - 110.000; Vollzeit

Zusammenfassung

TIAA is seeking a Wealth Management Advisor in the United States to develop a high-quality wealth management practice and deepen relationships with an established book of high-net-worth clients. You will act as a fiduciary, partner with clients to understand goals, and deliver tailored financial strategies.

In this sales role, you will grow the practice by expanding relationships and leveraging TIAA's wealth management capabilities, with a strong emphasis on client-centric solutions and

Qualifikationen

• 5+ years of experience managing a book of business and building relationships with affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Excellent people skills and the ability to build trust and act in clients' best interests.
• Solutions-oriented mindset with the drive to impact clients' financial lives.
• Thrives with autonomy and accountability.
• FINRA Series 7 and Series 63; Series 65 or 66.
• Life and Health Insurance License — all licenses must be obtained within 120 days of start date.

Aufgaben

• Partner with clients to understand goals and deliver tailored financial strategies.
• Serve as the primary financial contact guiding clients through retirement.
• Grow practice by expanding relationships and leveraging TIAA's wealth management capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations.
• Bring entrepreneurial approach to practice growth focused on client outcomes.

Kenntnisse

Relationship management

Investment knowledge

Communication

Problem solving

Accountability

FINRA licenses

Insurance licenses

Jobbeschreibung

TIAA is seeking a Wealth Management Advisor in the United States to develop a high-quality wealth management practice and deepen relationships with an established book of high-net-worth clients. You will act as a fiduciary, partner with clients to understand goals, and deliver tailored financial strategies.

In this sales role, you will grow the practice by expanding relationships and leveraging TIAA's wealth management capabilities, with a strong emphasis on client-centric solutions and