Hybrid Wealth Advisor for Affluent Clients

Nuveen; Hanover (NH); Hybrid; USD 100,000 - 110,000; Full time

Job summary

TIAA is seeking a Wealth Management Advisor in Hanover, NH to deepen relationships with an established client base and grow practice through referrals. You will analyze clients' financial landscapes and propose tailored investment and retirement solutions, leveraging an entrepreneurial mindset to drive growth.

The role requires finishing licensure within 120 days and a strong background in affluent client service.

Qualifications

• 5+ years in a role with personal accountability and managing a book of business or equivalent experience.
• 5+ years building long lasting relationships with affluent clients or equivalent experience.
• FINRA Registrations: Series 7, 63, 65, 66.

Responsibilities

• Wealth Management Advisor partners with affulent clients to identify financial goals and develop recommendations.
• Communicates complex financial solutions and builds long-lasting client relationships.
• Obtains all licenses within 120 days from start date.

Job description

TIAA is seeking a Wealth Management Advisor in Hanover, NH to deepen relationships with an established client base and grow practice through referrals. You will analyze clients' financial landscapes and propose tailored investment and retirement solutions, leveraging an entrepreneurial mindset to drive growth.

The role requires finishing licensure within 120 days and a strong background in affluent client service.