Wealth Management Advisor - Champaign, IL

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.

• 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.

• 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 Series
  63;
  Series
  65 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.

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.

• 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

2026‑09‑30

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.