Wealth Management Advisor - Chicago, IL
TIAA(1 month ago)
About this role
The Wealth Management Advisor partners with high-net-worth clients to identify financial goals, assess their overall financial landscape, and develop tailored investment and planning recommendations. The role focuses on building long-term trust and providing strategic advice while representing TIAA's retirement and wealth management solutions.
Required Skills
- Business Development
- Client Relationship Management
- Investment Research
- Financial Analysis
- Retirement Planning
- Sales
- Tax Planning
- Portfolio Management
- Consultative Communication
- Practice Management
Qualifications
- University Degree Preferred
- Series 7
- Series 63
- Series 65
- Series 66
- Life and Health Insurance License
About TIAA
tiaa.orgAt TIAA, we believe everyone deserves a secure retirement. Explore our annuities, retirement plans, financial planning, investing & wealth management solutions.
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