Hybrid Wealth Advisor for High-Net-Worth Clients

Nuveen; Boston (MA); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Top-tier retirement plan

Tuition reimbursement

Hybrid-flex work arrangements

Professional development resources

Job summary

Nuveen, based in Boston, seeks a Wealth Management Advisor to build and deepen relationships with high-net-worth clients. You will act as fiduciary, deliver tailored financial strategies, and guide clients toward retirement while actively growing the practice.

You will partner with internal specialists to present comprehensive recommendations, expand existing relationships, and leverage TIAA's wealth management capabilities in a hybrid work setting.

Qualifications

• 5+ years of experience managing a book of business and building relationships with affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Licenses: FINRA Series 7 and 63; Series 65 or 66; Life and Health Insurance License obtained within 120 days.

Responsibilities

• Develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients.
• Serve as the primary financial contact, guiding clients through retirement and complex situations.
• Collaborate with internal specialists to deliver comprehensive recommendations and meet client needs.
• Grow the practice by expanding relationships and leveraging TIAA's wealth management capabilities.

Skills

Client relationship management

Sales

Financial planning

Wealth management

Business development

Education

Finance degree or equivalent

Job description

Nuveen, based in Boston, seeks a Wealth Management Advisor to build and deepen relationships with high-net-worth clients. You will act as fiduciary, deliver tailored financial strategies, and guide clients toward retirement while actively growing the practice.

You will partner with internal specialists to present comprehensive recommendations, expand existing relationships, and leverage TIAA's wealth management capabilities in a hybrid work setting.