TIAA · 19 hours ago
Wealth Management Advisor - Chicago, IL
Chicago, IL
Full-time
Onsite
Senior Level
$48.08/hr - $52.88/hr
5+ years expTIAA is a market-leading retirement company with over 100 years of experience in delivering secure retirement solutions. The Wealth Management Advisor role involves partnering with high-net worth clients to identify their financial goals and provide tailored investment strategies while building strong client relationships.
FinanceFinancial ServicesLife Insurance
Responsibilities
Develops and implements strategic and tactical plans with strong considerations to client challenges
Tailors investment strategies for clients, identifying objectives and constraints including regulatory issues, liquidity needs and tax implications to devise customized financial plans
Reviews client information, including financial statements, risk investment profile and cash availability
Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs
Grows book of business through identifying value-added products and services for clients and develops additional business through referrals
Performs investment research and stays informed of developments in security markets in order to provide clients with up to date financial guidance
Confers with tax attorneys, accountants, etc. to determine legal consequences of investment decisions and resolve account problems
Qualification
Required
5+ Years Required
SRC Indicator: Series 7; Series 63; Series 65; Series 66
Life and Health Insurance License (Resident State) - Multiple Issuers required
All licenses must be obtained within 120 days from start date
Preferred
University (Degree) Preferred
7+ Years Preferred
Benefits
Comprehensive Total Rewards package
Superior retirement program
Highly competitive health, wellness and work life offerings
Company
TIAA
TIAA is a financial services company that specializes in providing retirement plans, IRAs, mutual funds, and life insurance.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Roger Ferguson
Former President and CEO
Thasunda Duckett
President & CEO
Recent News
Company data provided by crunchbase