Wealth Advisor — Grow Client Wealth & Strategy

TIAA; Chicago (IL); On-site; USD 80,000 - 95,000; Full time

Job summary

TIAA is seeking a Wealth Advisor to partner with clients, identifying financial goals and developing recommendations to help them achieve defined objectives. You will collaborate with teams to grow a robust book through client referrals and provide tailored investment guidance.

Requires Series 7, 63, 65 (or 66) registrations and 3+ years in financial services. Base pay ranges from $80,000 to $95,000 per year, with potential incentives. Posting end date is 2026-10-31.

Qualifications

• 3+ years financial services experience
• Series 7, Series 63, Series 65 (or 66) completed within 120 days of start date

Responsibilities

• Manages time and resources efficiently and effectively
• Develops and implements strategic and tactical plans with strong considerations to client challenges
• Tailors investment strategies for clients, identifying objectives and constraints to devise customized financial plans
• Reviews client information, including financial statements, risk investment profile and cash availability
• Grows book of business through client referrals and value-add services
• Performs investment research and stays informed of security market developments to provide guidance
• Maintains a book of business and meets or exceeds annual sales targets

Skills

Client Relationship Management

Business Development

Collaboration

Consultative Communication

Retirement Planning Selling

Sales

Wealth Management

TIAA Products/Services Acumen

Wealth Due Diligence

Education

University (Degree) Preferred

Job description

TIAA is seeking a Wealth Advisor to partner with clients, identifying financial goals and developing recommendations to help them achieve defined objectives. You will collaborate with teams to grow a robust book through client referrals and provide tailored investment guidance.

Requires Series 7, 63, 65 (or 66) registrations and 3+ years in financial services. Base pay ranges from $80,000 to $95,000 per year, with potential incentives. Posting end date is 2026-10-31.