Financial Advisor Jobs in Chicago, IL
Financial Advisor jobs in Chicago are concentrated in the Loop, River North, and Streeterville, where wealth management, institutional investment, and insurance firms anchor their Midwest operations. Leading employers actively hiring right now include RK Partners, Bank of America, and TIAA. See the openings below and apply to the ones that match your experience.
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Showing 4 of 42+ Financial Advisor jobs
Supported with a robust array of resources and solutions, the Financial Planning Advisor partners with an Executive Wealth Management Advisor as part of a team to identify the financial goals of our clients, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Financial Planning Advisor partners with their team to grow their collective book through client referrals.
Key Responsibilities and Duties
- Manages and grows individual relationships with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets.
- 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.
- Working in a team environment, grows book of business through identifying value-add 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.
- Works in a team environment to maintain a book of business and meet or exceed annual sales targets.
- Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs.
- Seeks advice and guidance from more senior Wealth Management Advisors when faced with issues that are difficult or complex.
- University (Degree) Preferred
- 3+ Years Required; 5+ Years Preferred
- SRC Indicator: Series 7; Series 63; Series 65; Series 66; All licenses must be obtained within 120 days from start date.
- Physical Requirements: Sedentary Work
Career Level
7IC
Required Qualifications
- Minimum of 3 years of experience in wealth management, financial planning, or a related advisory role
- FINRA Series 7 and 66 (or a combination of Series 63 & 65), or ability to obtain all required licenses within 120 days of start date
Preferred Qualifications
- 5+ years of experience in wealth management, financial planning, or a related advisory role
- Bachelor's degree in finance, economics, business administration, or a related field
- CFP, CFA, CIMA, or other relevant professional designation, or active pursuit of one
- Demonstrated experience managing client relationships and delivering tailored financial solutions
- Working knowledge of investment products, financial planning principles, and applicable regulatory requirements
- Strong communication and interpersonal skills with the ability to build trust with high-net-worth clients
Anticipated Posting End Date:
2026-11-30 Base Pay Range: $84,400/yr - $110,000/yrActual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary .
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.
Our full EEO & Non-Discrimination statement is on our careers home page , and you can read more about your rights and view government notices.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
Supported with a robust array of resources and solutions, the Financial Planning Advisor partners with an Executive Wealth Management Advisor as part of a team to identify the financial goals of our clients, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Financial Planning Advisor partners with their team to grow their collective book through client referrals.
Key Responsibilities and Duties
- Manages and grows individual relationships with high-net worth and complex clients across all products and services, focusing on building book of businesses, strengthening relationships, and growing and retaining assets.
- 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.
- Working in a team environment, grows book of business through identifying value-add 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.
- Works in a team environment to maintain a book of business and meet or exceed annual sales targets.
- Builds and solidifies client relationships pre- and post-retirement with the goal of developing first call status for all financial planning needs.
- Seeks advice and guidance from more senior Wealth Management Advisors when faced with issues that are difficult or complex.
- University (Degree) Preferred
- 3+ Years Required; 5+ Years Preferred
- SRC Indicator: Series 7; Series 63; Series 65; Series 66; All licenses must be obtained within 120 days from start date.
- Physical Requirements: Sedentary Work
Career Level
7IC
Required Qualifications
- Minimum of 3 years of experience in wealth management, financial planning, or a related advisory role
- FINRA Series 7 and 66 (or a combination of Series 63 & 65), or ability to obtain all required licenses within 120 days of start date
Preferred Qualifications
- 5+ years of experience in wealth management, financial planning, or a related advisory role
- Bachelor's degree in finance, economics, business administration, or a related field
- CFP, CFA, CIMA, or other relevant professional designation, or active pursuit of one
- Demonstrated experience managing client relationships and delivering tailored financial solutions
- Working knowledge of investment products, financial planning principles, and applicable regulatory requirements
- Strong communication and interpersonal skills with the ability to build trust with high-net-worth clients
Anticipated Posting End Date:
2026-11-30 Base Pay Range: $84,400/yr - $110,000/yrActual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
_____________________________________________________________________________________________________
Company Overview
Every worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.
Our Culture of Impact
At TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.
Benefits and Total Rewards
The organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary .
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.
Our full EEO & Non-Discrimination statement is on our careers home page , and you can read more about your rights and view government notices.
Accessibility Support
TIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.
If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:
Phone: (800) 842-2755
Email: accessibility.support@tiaa.org
Drug and Smoking Policy
TIAA maintains a drug-free and smoke/free workplace.
See All 42 Financial Advisor Jobs in Chicago
Find roles in Chicago that match your experience and apply in just a few clicks.
Find Financial Advisor JobsFinancial Advisor Job Market in Chicago
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
Financial Advisor Jobs in Chicago: Frequently Asked Questions
How do I get a financial advisor job in Chicago?
Focus your search on the Loop's financial district, River North, and Schaumburg's suburban office corridors, where wealth management firms, insurance companies, and regional banks hire most actively. Candidates with a CFP designation or Series 7 and 66 licenses stand out, but Chicago's large independent broker-dealer community also hires unlicensed candidates into registered associate roles. Networking through the CFA Society Chicago and local estate-planning councils opens doors that cold applications do not.
Which companies hire financial advisors in Chicago?
Companies currently hiring financial advisors in Chicago include RK Partners, Bank of America, and TIAA, per current listings on Migrate Mate as of November 2026. Chicago's hiring mix runs from global wirehouses and insurance carriers with large local divisions to independent registered investment advisors serving the city's substantial high-net-worth population.
Are there remote financial advisor jobs in Chicago?
Yes, though remote work is less common for client-facing advisor roles and more available for financial planning analysts and paraplanner positions that operate behind the scenes. About 50% of financial advisor openings tied to Chicago are remote or hybrid as of November 2026, reflecting growing flexibility at firms comfortable with virtual client meetings. Portfolio review, financial plan preparation, and compliance support roles are most likely to offer hybrid or fully remote arrangements.
How can I get a financial advisor job in Chicago with little or no experience?
The most realistic entry path in Chicago is a registered associate or client service associate role at one of the city's wirehouse branches or independent advisory firms, where you support senior advisors while studying for your Series 65 or CFP coursework. Large insurance carriers headquartered in or near Chicago also run structured career-changer programs that provide licensing support. A finance, economics, or accounting degree from a Chicago-area university carries weight with local hiring managers, and interning at a Loop-area RIA during school is a common first step.
Which industries hire the most financial advisors in Chicago?
Most financial advisor openings in Chicago sit in Banking & Financial Services and Investment & Asset Management, per current listings on Migrate Mate as of November 2026. Chicago's deep roots in derivatives trading, insurance, and institutional asset management create sustained demand across all three sectors, making it one of the Midwest's strongest markets for financial advisory talent.
See All 42 Financial Advisor Jobs in Chicago
Find roles in Chicago that match your experience and apply in just a few clicks.
Find Financial Advisor Jobs