Elite Wealth Advisor for High-Net-Worth Clients

Nuveen; West Hartford, Northern (CT, KY); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Hybrid-flex work arrangements

Top-tier retirement plan

Tuition reimbursement

Professional development resources

Job summary

Nuveen is seeking a Wealth Management Advisor to develop a high-quality wealth management practice by managing a book of high-net-worth clients. You will act as fiduciary, deliver tailored financial strategies, and guide clients toward retirement, while collaborating with internal specialists to offer comprehensive solutions.

This role rewards a sales-oriented mindset with a base salary plus variable incentives, extensive benefits, and opportunities for advancement within TIAA's wealth platform.

Qualifications

• 5+ years of experience managing a book of business with affluent clients.
• Deep knowledge of investment solutions and financial planning.
• 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.

Responsibilities

• Partner with clients to understand their goals and deliver tailored financial strategies as a fiduciary.
• Serve as the primary financial contact and guide clients through retirement.
• Grow the practice by expanding relationships and leveraging TIAA's wealth capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations.
• Bring entrepreneurial approach to practice growth while prioritizing client needs.

Skills

Book of business management

Affluent client relationships

Investment solutions

Financial planning

FINRA licenses

Insurance licensing

Job description

Nuveen is seeking a Wealth Management Advisor to develop a high-quality wealth management practice by managing a book of high-net-worth clients. You will act as fiduciary, deliver tailored financial strategies, and guide clients toward retirement, while collaborating with internal specialists to offer comprehensive solutions.

This role rewards a sales-oriented mindset with a base salary plus variable incentives, extensive benefits, and opportunities for advancement within TIAA's wealth platform.