Hybrid-Flex Wealth Advisor for High-Net-Worth Clients

Nuveen; Overland Park (KS); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Hybrid work arrangements

Tuition reimbursement

Retirement plan

Job summary

Nuveen is seeking a Wealth Management Advisor in Overland Park, KS to build and manage a high-net-worth client book. You will act as fiduciary, delivering tailored financial strategies and retirement guidance while expanding relationships and leveraging TIAA's wealth-management services.

This is a hybrid role, involving collaboration with internal specialists and ongoing client development. The ideal candidate brings 5+ years managing affluent clients, strong planning and investment knowledge,

Qualifications

• Experience managing a book of high-net-worth clients and building long-term relationships.
• Deep knowledge of investment solutions and comprehensive financial planning.
• Licenses and credentials: FINRA Series 7/63; Life/Health license; CFP or CFA designation preferred.

Responsibilities

• Develop and deepen relationships with an established book of high-net-worth clients.
• Deliver fiduciary, tailored financial strategies and retirement guidance.
• Collaborate with internal specialists to provide comprehensive recommendations.

Skills

Client relationship management

Financial planning

Investment solutions

Sales and business development

Communication skills

Fiduciary duty

FINRA Series 7/63

Life & Health Insurance License

Education

Bachelor's degree in Finance or related field

CFP or CFA designation (or Level I)

Job description

Nuveen is seeking a Wealth Management Advisor in Overland Park, KS to build and manage a high-net-worth client book. You will act as fiduciary, delivering tailored financial strategies and retirement guidance while expanding relationships and leveraging TIAA's wealth-management services.

This is a hybrid role, involving collaboration with internal specialists and ongoing client development. The ideal candidate brings 5+ years managing affluent clients, strong planning and investment knowledge,