Current jobs related to Wealth Management Advisory Consultant II - Bloomington - TIAA

  • Wealth Manager

    11 hours ago

    Bloomington, United States Credent Wealth Management Full time

    Company Overview: At Credent Wealth Management our proven process to working with clients is the result of years of expertise to provide each client with exceptional service and a comfortable and productive experience. Meticulous attention to detail and high-touch service distinguishes Credent Wealth Management among firms offering financial management...

  • Wealth Management Consultant

    3 weeks ago

    MINNEAPOLIS-ST. PAUL-BLOOMINGTON, MN, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAt Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to redefine the finance industry collaboratively.As a Wealth Management Consultant, you will be at the center of our operations, serving as a trusted advisor to our...

  • Wealth Management Consultant

    4 weeks ago

    MINNEAPOLIS-ST. PAUL-BLOOMINGTON, MN, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAt Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking converges with creative problem-solving, enabling us to 'challenge the status quo' and reshape the finance sector collaboratively.As a Wealth Management Consultant, you will be at the forefront of our operations, serving...

  • Wealth Advisor II

    4 months ago

    Bloomington, United States Bank First Full time

    We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Wealth Advisor will serve as the primary point of contact with the Wealth client. The Wealth Advisor is responsible for maintaining...

  • Senior Consultant, Federal Financial Advisory

    3 weeks ago

    Bloomington, Illinois, United States KPMG Full time

    KPMG Advisory - Senior Consultant RoleKPMG Advisory is experiencing notable expansion and is in search of a Senior Consultant to become a part of the Federal Advisory division. The successful applicant will engage in thought leadership projects, devise solutions for financial reporting challenges, enhance financial management operations, and offer expertise...

  • Senior Consultant, Federal Financial Advisory

    3 weeks ago

    Bloomington, Illinois, United States KPMG Full time

    KPMG Advisory - Senior Consultant RoleKPMG's Advisory division is experiencing robust expansion and is in search of a Senior Consultant to become a part of the Federal Advisory team. The successful candidate will engage in thought leadership projects, devise solutions for financial reporting challenges, enhance financial management practices, and offer...

  • Audit Readiness Consultant

    2 weeks ago

    Bloomington, Illinois, United States RM Advisory Services Full time

    RM Advisory Services is seeking strong audit readiness consultants to support a large DoD agency FIAR engagement. Roles will be a combination of remote, hybrid, and in-office positions. Candidates should be based in the Northern Virginia area and have a Secret Clearance. A minimum of 4 years of experience with federal financial management projects is...

  • Wealth Management Consultant

    3 weeks ago

    MINNEAPOLIS-ST. PAUL-BLOOMINGTON, MN, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAt Charles Schwab, you are empowered to influence your career path. Here, innovative thinking merges with creative problem-solving, allowing us to 'challenge the status quo' and reshape the finance sector collaboratively. As a Financial Consultant Partner (FCP), you will be at the center of our operations, serving as a...

  • Wealth Management Consultant

    4 weeks ago

    MINNEAPOLIS-ST. PAUL-BLOOMINGTON, MN, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAt Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking meets creative problem-solving, allowing us to 'challenge the status quo' and reshape the finance sector collaboratively.As a Wealth Management Consultant, you will be at the center of our operations, serving as a trusted...

  • Wealth Management Consultant

    4 weeks ago

    MINNEAPOLIS-ST. PAUL-BLOOMINGTON, MN, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAt Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking converges with creative problem-solving, enabling us to redefine the finance sector collaboratively.As a Wealth Management Consultant, you will be at the forefront of our operations, serving as a reliable partner to our...

  • Wealth Management Consultant

    3 weeks ago

    MINNEAPOLIS-ST. PAUL-BLOOMINGTON, MN, United States Charles Schwab Full time

    Position Type: RegularYour OpportunityAt Charles Schwab, you are empowered to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, enabling us to transform the finance industry together.As a Wealth Management Consultant, you will be at the forefront of our operations, serving as a trusted partner to our Senior...

  • Wealth Management Specialist

    2 weeks ago

    Bloomington, Illinois, United States U.S. Bancorp Full time

    Role SummaryThe Wealth Management Advisor position is a key member of the Wealth Management Team, responsible for delivering investment planning and insurance products strategies. This role involves facilitating the delivery of portfolio management, financial planning, and investment banking capabilities.Key ResponsibilitiesDevelop and implement investment...

  • Wealth Management Specialist

    1 week ago

    Bloomington, Illinois, United States U.S. Bancorp Full time

    Role SummaryThe Wealth Management Advisor position is a key member of the Wealth Management Team, responsible for delivering investment planning and insurance products strategies. The successful candidate will facilitate the delivery of capabilities including portfolio management, financial planning, and investment banking.Key ResponsibilitiesDevelop and...

  • Audit Readiness Consultant

    3 weeks ago

    Bloomington, Illinois, United States RM Advisory Services Full time

    RM Advisory Services Seeks Experienced Audit Readiness ProfessionalsWe are seeking strong audit readiness professionals to support a large DoD agency FIAR engagement. Roles will be a combination of remote, hybrid, and in-office positions. Candidates should be based in the Northern Virginia area. All roles require at least a Secret Clearance. Candidates must...

  • Wealth Strategist Advisor

    7 days ago

    Bloomington, Maryland, United States Bank of America Full time

    Job Title: Wealth Strategist AdvisorAt Bank of America, we are committed to helping our clients achieve their financial goals through strategic planning and expert guidance. As a Wealth Strategist Advisor, you will play a critical role in supporting our clients' objectives regarding planning, personal philanthropy, and wealth transfer/tax minimization...

  • Senior Consultant

    7 days ago

    Bloomington, Illinois, United States CrossCountry Consulting Full time

    About the RoleWe are seeking a highly skilled Senior Consultant to join our Risk Advisory practice. As a trusted partner to our clients, you will bring your expertise in technology risk domains and industry frameworks to deliver tailored integrated solutions.Key ResponsibilitiesConduct fieldwork and testing controls as an analyst on a broad range of...

  • Wealth Team Manager

    16 hours ago

    Bloomington, Illinois, United States Beck Region - Modern Woodmen of America Full time

    About the RoleWe are seeking a highly motivated and experienced Wealth Team Manager to join our Beck Region team at Modern Woodmen of America. As a key member of our leadership team, you will be responsible for driving the growth of our local office, serving members' financial needs, and demonstrating leadership in the community.Key ResponsibilitiesServe...

  • Government Contracting Expert

    3 weeks ago

    Bloomington, Illinois, United States RM Advisory Services Full time

    Job Opportunity with RM Advisory ServicesWe are seeking a highly skilled Audit Readiness Consultant to support a large DoD agency Financial Management Improvement and Accountability (FIAR) engagement. The ideal candidate will have a strong background in federal financial management projects and experience with audit readiness.Key Responsibilities:Develop and...

  • Senior IT Risk Management Consultant

    3 weeks ago

    Bloomington, Illinois, United States KPMG-UnitedStates Full time

    About the RoleWe are seeking a highly skilled Senior Associate to join our Federal Advisory practice at KPMG-UnitedStates. As a Senior Associate, you will play a key role in planning and executing IT audit readiness engagements for Federal government clients.Key ResponsibilitiesPlan and execute day-to-day activities of IT audit readiness engagements,...

  • Cybersecurity Advisory Specialist

    3 weeks ago

    Bloomington, Illinois, United States Booz Allen Hamilton Full time

    Position Overview:The Cyber Advisory Analyst will play a pivotal role within the Cyber Advisory Services (CAS) team, characterized by a results-oriented and detail-focused approach. This position requires strong communication and collaboration abilities to deliver operational support across the team. The individual will engage with various stakeholders to...

Wealth Management Advisory Consultant II

4 months ago

Bloomington, United States TIAA Full time

Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow their collective book through client referrals.

Key Responsibilities and Duties
  • Manages time and resources efficiently and effectively
  • 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.
Educational Requirements
  • University (Degree) Preferred
Work Experience
  • 3+ Years Required; 5+ Years Preferred
FINRA Registrations
  • SRC Indicator: Series 7; Series 63; Series 65; Series 66
Physical Requirements
  • Physical Requirements: Sedentary Work
Career Level
7IC

Required Qualifications:

  • 3+ years of experience in financial services
  • FINRA Series 7 and Series 66 (or combination of 63 & 65) registrations must be obtained within the first 120 days. State health and life insurance licenses must be obtained within the first 120 days as a condition of employment.

Preferred Qualifications:

  • Bachelor's Degree
  • 5+ years of experience in financial services
  • Prior advisor/consultant experience
  • Knowledge of institutional retirement plans
  • MoneyGuidePro, and or experience with other advice planning tools

Additional Details:

  • This will be a hybrid role which will require being in the office at least 3 days per week
Related SkillsBusiness 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 Management

Anticipated Posting End Date:

Base Pay Range: $88,900/yr. - $108,000/yr.

Actual 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

TIAA is the leading provider of financial services in the academic, research, medical, cultural and government fields. We offer a wide range of financial solutions, including investing, banking, advice and education, and retirement services.

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/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Read more about the Equal Opportunity Law here.

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:

Email:

Privacy Notices

For Applicants of TIAA, Nuveen and Affiliates residing in US (other than California), click here.

For Applicants of TIAA, Nuveen and Affiliates residing in California, please click here.

For Applicants of Nuveen residing in Europe and APAC, please click here.

For Applicants of Greenwood residing in Brazil (English), click here.

For Applicants of Greenwood residing in Brazil (Portuguese), click here.

For Applicants of Westchester residing in Brazil (English), click here.

For Applicants of Westchester residing in Brazil (Portuguese), click here.