Affluent Wealth Advisor & Planner

Nuveen; San Antonio (TX); On-site; USD 66,235 - 72,847; Full time

Benefits offered by this job

Comprehensive retirement program

Highly competitive health and wellness offerings

Development pathways for career growth

Job summary

Nuveen in San Antonio is seeking a Wealth Management Advisor. The role involves partnering with affluent clients to analyze their financial goals and develop tailored solutions backed by robust resources.

You will need 5+ years of experience managing a book of business and building long-term relationships. The ideal candidate will be proactive in finding solutions and maintaining an entrepreneurial mindset, alongside having necessary FINRA licenses.

Qualifications

• 5+ years in personal accountability managing a book of business.
• 5+ years building long-lasting relationships with affluent clients.
• Experience in financial goal identification and planning.

Responsibilities

• Partner with clients to analyze financial landscape and develop goals.
• Communicate complex financial solutions effectively.
• Build and maintain client relationships with appropriate financial solutions.

Skills

Business Development

Client Relationship Management

Consultative Communication

Retirement Planning

Education

University Degree Preferred

Tools

FINRA Registrations: Series 7, Series 63, Series 65, Series 66

Life and Health Insurance License

Job description

Nuveen in San Antonio is seeking a Wealth Management Advisor. The role involves partnering with affluent clients to analyze their financial goals and develop tailored solutions backed by robust resources.

You will need 5+ years of experience managing a book of business and building long-term relationships. The ideal candidate will be proactive in finding solutions and maintaining an entrepreneurial mindset, alongside having necessary FINRA licenses.