Wealth Management Advisor - Champaign, IL

TIAA; Champaign (IL); Hybrid; USD 90,000 - 160,000; Full time

Benefits offered by this job

Competitive variable compensation

Hybrid-flex work arrangements

Top-tier retirement plan

Tuition reimbursement

Professional development resources

Job summary

TIAA is seeking a seasoned Financial Advisor in the Champaign, IL area to partner with high-net-worth clients, deliver tailored financial strategies, and act as a fiduciary in their best interests.

You will grow the practice by expanding relationships, collaborating with internal specialists, and guiding clients through retirement while leveraging TIAA's wealth management capabilities and comprehensive benefits.

Qualifications

• 5+ years of experience managing a book of business and building relationships with affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Exceptional people skills; engage clients with authenticity and build trust.
• Solutions-oriented mindset with drive to make a meaningful difference in clients' financial lives.
• Thrive 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.

Responsibilities

• Partner with clients to understand 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.

Skills

Client relationships

Investment knowledge

People skills

Solutions oriented

Autonomy

FINRA Series 7

Series 63

Series 65/66

Life & Health License

Job description

Rooted in Mission. Powered by Your Practice.

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

Required 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 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

Preferred Qualifications

• Life and Health Insurance License (Resident State) Multiple Issuers required
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base salary upon successful completion

Compensation and Benefits

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. TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid‑flex work arrangements, and robust professional development resources — because taking care of our people is just as important as taking care of our clients.

Posting End Date

2026-09-30

Equal Opportunity

We are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.