Private Wealth Advisor for Retirement & Growth
Nuveen
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Job summary
TIAA/Nuveen is seeking a seasoned financial advisor in Paradise, NV to manage a book of affluent clients, deliver fiduciary guidance, and guide clients through retirement. Leverage TIAA's wealth management capabilities and collaborate with internal specialists for tailored strategies.
Role emphasizes autonomy, accountability, and growth with a competitive base and incentive compensation tied to performance.
Qualifications
- 5+ years managing a book of business and building affluent client relationships.
- Deep knowledge of investment solutions and financial planning.
- Exceptional people skills and trust-building.
- Solutions-oriented mindset with drive to impact clients' finances.
- Able to work autonomously with accountability.
- FINRA Series 7 and Series 63; Series 65 or 66.
- Life and Health Insurance License to be obtained within 120 days.
- CFP or CFA Level I (preferred; if not held, cost covered by employer).
Responsibilities
- Partner with clients to understand goals and deliver tailored financial strategies.
- Serve as primary financial contact and guide clients through retirement.
- Grow your practice by expanding relationships using TIAA's wealth management capabilities.
- Collaborate with internal specialists to deliver comprehensive recommendations.
- Bring an entrepreneurial approach to practice growth with client-centric focus.
Skills
Education
Tools
Job description
TIAA/Nuveen is seeking a seasoned financial advisor in Paradise, NV to manage a book of affluent clients, deliver fiduciary guidance, and guide clients through retirement. Leverage TIAA's wealth management capabilities and collaborate with internal specialists for tailored strategies.
Role emphasizes autonomy, accountability, and growth with a competitive base and incentive compensation tied to performance.
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