Wealth Management Advisor - Champaign, IL

Nuveen; Champaign (IL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Hybrid‑flex work arrangements

Tuition reimbursement

Professional development resources

Job summary

Nuveen is seeking a Wealth Management Advisor to develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will partner with clients to understand goals and deliver tailored financial strategies, always acting as a fiduciary.

You\'ll be the primary financial contact, guiding clients through retirement and beyond, while proactively growing the practice by expanding relationships and leveraging TIAA\\'s full

Qualifications

• 5+ years managing a book of business for affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Exceptional people skills; build trust and act in clients\' best interests.
• Licenses: FINRA Series7 & 63; Series65 or 66; Life & Health Insurance licenses within 120 days.

Responsibilities

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

Skills

Book of business

Relationship management

Investment knowledge

Financial planning

Communication

Autonomy

FINRA Series7/63

Life & Health Insurance license

CFP or CFA Level I

Multiple issuers

Education

CFP or CFA Level I

FINRA licensing requirements

Job description

Job Summary

Rooted in Mission. Powered by Your Practice. As a Wealth Management Advisor, you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients.

Responsibilities

• Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests.
• Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement.
• Proactively grow your 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.
• Bring a thoughtful, creative, and entrepreneurial approach to practice growth — always centered on what's best for your clients.

Qualifications

• 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 – engage clients with authenticity, build trust naturally, and always act in their best interests.
• Solutions-oriented mindset with the drive to make a meaningful difference in clients' financial lives.
• Thrives with both autonomy and accountability.
• FINRA Series7 and Series63; Series65 or 66. Life and Health Insurance License – all licenses must be obtained within 120 days of start date.
• Preferred: Life and Health Insurance License (Resident State).
• Multiple Issuers required.
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) LevelI; if not hold either, TIAA will cover cost of obtaining one and increase base salary upon completion.

Compensation

This is a sales role – in addition to base salary, you are eligible for a competitive variable compensation package tied to your book of business, sales performance, and key performance metrics. Your total compensation extends well beyond base salary and grows as your practice grows. As you continue to build and expand your practice, you'll have the opportunity for promotion that can unlock additional compensation enhancements along the way.

Benefits

TIAA offers an industry-leading benefits package, including a top-tier retirement plan, tuition reimbursement, hybrid‑flex work arrangements, and robust professional development resources.

Related Skills

• Business Development
• Client Relationship Management
• Collaboration
• Consultative Communication
• Continuous Improvement Mindset
• Practice Management Strategy
• Prioritizes Effectively
• Retirement Planning
• Sales
• TIAA Products/Services Acumen
• Wealth Due Diligence
• Wealth Management

Anticipated Posting End Date

2026‑09‑30

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status. Our full EEO & Non‑Discrimination statement is on our careers home page, and you can read more about your rights and view government notices here.