High-Net-Worth Wealth Planner

Nuveen; Pittsburgh (Allegheny County); Hybrid; USD 84,000 - 110,000; Full time

Job summary

Nuveen seeks a Financial Planning Advisor to partner with an Executive Wealth Management Advisor and grow a high-net-worth client book. You will analyze client financials, identify objectives, and develop tailored financial plans across products and services.

In this team-based role, you will expand the book through referrals, stay updated on markets, and strive to meet annual sales targets while building trust with clients through retirement planning and comprehensive guidance.

Qualifications

• Minimum 3 years of experience in wealth management, financial planning, or related advisory role.
• FINRA Series 7 and 66 (or 63 & 65) or ability to obtain within 120 days of start date.
• CFP, CFA, CIMA, or active pursuit of one of these designations.
• Strong communication and interpersonal skills with high-net-worth clients.

Responsibilities

• Develops and implements strategic plans to grow a book of business.
• Tailors investment strategies considering liquidity, tax, and regulatory issues.
• Reviews client information, risk tolerance, and cash needs to craft plans.
• Maintains relationships pre- and post-retirement to become first-call advisor.

Skills

Business development

Client relationship management

Collaboration

Consultative communication

Continuous improvement mindset

Practice management

Retirement planning selling

Sales

Wealth management

Education

Bachelor's degree in finance or related field

University degree preferred

Job description

Nuveen seeks a Financial Planning Advisor to partner with an Executive Wealth Management Advisor and grow a high-net-worth client book. You will analyze client financials, identify objectives, and develop tailored financial plans across products and services.

In this team-based role, you will expand the book through referrals, stay updated on markets, and strive to meet annual sales targets while building trust with clients through retirement planning and comprehensive guidance.