Affluent Wealth Advisor | Client-Centric Growth

Nuveen; Hamden (CT); On-site; USD 100,000 - 110,000; Full time

Job summary

TIAA, operating with Nuveen's resources, seeks a Wealth Management Advisor to deepen relationships with affluent clients and grow the practice through referrals. You will diagnose client needs and propose tailored financial solutions, leveraging broad investment knowledge and planning acumen.

All licenses must be obtained within 120 days from start date; university degree preferred; 5+ years of experience required. Base salary ranges reflect expertise and location.

Qualifications

• 5+ years in a role with personal accountability and managing a book of business.
• 5+ years building long-lasting relationships with affluent clients.
• Licenses and registrations to be obtained within 120 days from start date.

Responsibilities

• Identify clients' financial goals and analyze their financial landscape to develop tailored recommendations.
• Communicate complex financial solutions clearly and build meaningful client relationships.
• Develop and implement wealth management strategies aligned with client objectives.

Skills

Business Development

Client Relationships

Consultative Communication

Retirement Planning

Sales Experience

Education

University degree preferred

Tools

FINRA Series 7

FINRA Series 63

FINRA Series 65

FINRA Series 66

Life and Health Insurance License

Job description

TIAA, operating with Nuveen's resources, seeks a Wealth Management Advisor to deepen relationships with affluent clients and grow the practice through referrals. You will diagnose client needs and propose tailored financial solutions, leveraging broad investment knowledge and planning acumen.

All licenses must be obtained within 120 days from start date; university degree preferred; 5+ years of experience required. Base salary ranges reflect expertise and location.