Hybrid Wealth Management Advisor for High-Net-Worth Clients

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

Benefits offered by this job

Hybrid work

Top-tier retirement plan

Tuition reimbursement

Professional development

Job summary

Nuveen, based in Waltham, MA, seeks a Wealth Management Advisor to build and deepen relationships with a high-net-worth client book. You will partner with clients to tailor financial strategies, acting fiduciaryly and guiding them toward retirement, while expanding services across TIAA's wealth management platform.

The role offers autonomy with accountability, a base salary plus performance-based incentives, and a hybrid work arrangement in a client-focused environment.

Qualifications

• 5+ years of experience managing a book of business and building long-lasting relationships with affluent clients.
• Deep knowledge of investment Solutions and financial planning.
• Exceptional people skills - engage clients with authenticity, build trust, and always act in their best interests.
• Solutions-oriented mindset with the drive to make a meaningful difference in clients' financial lives.
• Thrives with autonomy and accountability.
• FINRA Series 7 and Series 63; Series 65 or 66.
• Life and Health Insurance License — all licenses must be obtained within 120 days of start date.

Responsibilities

• Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests.
• Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement.
• Proactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs.
• Bring a thoughtful, creative, and entrepreneurial approach to practice growth — always centered on what's best for your clients.

Skills

Relationship management

Investment knowledge

Financial planning

Sales skills

Licensing: Series 7/63

Education

CFP Level I or CFA Level I

Job description

Nuveen, based in Waltham, MA, seeks a Wealth Management Advisor to build and deepen relationships with a high-net-worth client book. You will partner with clients to tailor financial strategies, acting fiduciaryly and guiding them toward retirement, while expanding services across TIAA's wealth management platform.

The role offers autonomy with accountability, a base salary plus performance-based incentives, and a hybrid work arrangement in a client-focused environment.