Wealth Advisor Jobs in Illinois
Wealth Advisor jobs in Illinois are consistently active, with demand concentrated in private banking, independent advisory firms, and wealth management divisions of major financial institutions, from associate-level roles through senior relationship managers and principals. The largest hiring markets are Chicago, Naperville, and Schaumburg, where firms such as Northern Trust, Baird, and Allstate Financial have long-standing Illinois operations. The most sought-after specialties are retirement planning, high-net-worth client management, and estate and tax planning strategy. Find a role that fits below and apply directly.
Find Wealth Advisor JobsOverview
Showing 5 of 62+ Wealth Advisor jobs
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. You will:
- 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
The Experience You Bring
Required:
- 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:
- 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
Rewarding the Practice You Build
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.
Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth ManagementAnticipated Posting End Date:
2027-01-31 Base Pay Range: $100,000/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.
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. You will:
- 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
The Experience You Bring
Required:
- 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:
- 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
Rewarding the Practice You Build
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.
Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth ManagementAnticipated Posting End Date:
2027-01-31 Base Pay Range: $100,000/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 62 Wealth Advisor Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
Find Wealth Advisor JobsWealth Advisor Jobs by City in Illinois
Where Illinois roles are concentrated, by current openings.
Wealth Advisor Job Market in Illinois
A snapshot from current Illinois openings, updated as new roles post.
Who's Hiring
- JPMorganChase33
- Northern Trust4
- U.S. Bank2
- RK Partners2
- Goldman Sachs2
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
- Accounting & Auditing
- Staffing & Recruiting
- Consulting & Professional Services
What Illinois Employers Look For
The qualifications that appear most often in wealth advisor jobs across Illinois.
- Active FINRA Series 65 or Series 66 registration recognized in Illinois
- Bachelor's degree in finance, economics, accounting, or a related field
- Two or more years of client-facing financial planning or advisory experience
- CFP designation or demonstrated progress toward Certified Financial Planner certification
- Proven ability to develop and manage a book of business independently
- Strong knowledge of investment products, portfolio construction, and fiduciary standards
Wealth Advisor Jobs in Illinois: Frequently Asked Questions
How do you become a wealth advisor in Illinois?
To practice as a wealth advisor in Illinois, you need to register as an Investment Adviser Representative through the Illinois Securities Department, which oversees licensing under the Illinois Securities Law. Most employers require passing the Series 65 exam or the Series 66 in combination with the Series 7. A bachelor's degree in finance or a related field is the standard entry requirement, and many Illinois firms expect candidates to be working toward or to already hold the CFP designation.
How much do wealth advisors make in Illinois?
Wealth advisors in Illinois earn a median of about $120,130 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $51,820 for the lowest 10% to over $328,650 for the top 10%. Pay rises with experience, specialty, and employer.
Which companies hire wealth advisors in Illinois?
Employers hiring wealth advisors in Illinois right now include JPMorganChase, Northern Trust, and U.S. Bank, based on current listings on Migrate Mate as of November 2026. Illinois's deep concentration of financial services headquarters and regional offices, particularly in the Chicago metro, means consistent demand from both large national firms and independent registered investment advisers.
Which Illinois cities have the most wealth advisor jobs?
Chicago, Champaign, and Elgin have the most wealth advisor openings in Illinois. Chicago dominates due to its concentration of corporate headquarters, private banks, and independent advisory firms, while Naperville and Schaumburg attract openings from suburban wealth management offices and regional financial planning practices that serve the broader northeastern Illinois corridor.
Are there remote wealth advisor jobs in Illinois?
Yes, but they are less common than in purely analytical roles, since wealth advising depends heavily on ongoing client relationships and trust-building that most firms still manage in person. About 50% of wealth advisor openings tied to Illinois are remote or hybrid as of November 2026, with hybrid arrangements more prevalent than fully remote. The tasks most often performed remotely include financial plan preparation, portfolio review, and client reporting.
How can I get hired as a wealth advisor in Illinois with little or no experience?
The most realistic entry path is a financial advisor associate or client service associate role at a bank or wirehouse, where you support senior advisors while building toward your own book. Northern Trust, Baird, and large Illinois-based credit unions regularly bring on associates without a full client-facing background. Passing the Series 65 exam before you apply gives you a concrete edge, and some firms will sponsor the exam once you're hired. Candidates who move laterally from banking, insurance, or financial analysis roles with client contact often advance quickly into advisory positions.
Where can I find and apply to wealth advisor jobs in Illinois?
You can find and apply to wealth advisor jobs in Illinois on Migrate Mate, which lists current Illinois openings from employers actively hiring. Find roles that match your experience and credentials and apply directly to the ones that fit.
See All 62 Wealth Advisor Jobs in Illinois
Find roles in Illinois that match your experience and apply in just a few clicks.
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