Elite Wealth Manager for HNW Clients

Nuveen; Cambridge (MA); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Hybrid work arrangements

Job summary

Nuveen is seeking a Wealth Management Advisor to build a high-quality practice by serving affluent clients with fiduciary financial strategies. You will partner with clients, understand goals, and guide them through retirement, while leveraging TIAA's comprehensive wealth-management capabilities.

You will proactively grow your book, collaborate with internal specialists, and deliver tailored recommendations.

Qualifications

• Required: 5+ years managing a book of business with affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Excellent people skills; act in clients' best interests.

Responsibilities

• Partner with clients to understand goals and deliver tailored financial strategies.
• Serve as primary financial contact and fiduciary; guide clients through retirement.
• Grow your practice by expanding relationships and leveraging TIAA's capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations.

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 Management

Education

FINRA Series 7 & 63

Series 65 or 66

Life and Health Insurance License

Certified Financial Planner (CFP) or CFA Level I

Job description

Nuveen is seeking a Wealth Management Advisor to build a high-quality practice by serving affluent clients with fiduciary financial strategies. You will partner with clients, understand goals, and guide them through retirement, while leveraging TIAA's comprehensive wealth-management capabilities.

You will proactively grow your book, collaborate with internal specialists, and deliver tailored recommendations.