Private Wealth Advisor: Grow High-Net-Worth Portfolios

Nuveen; Missouri; On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Hybrid work arrangements

Top-tier retirement plan

Tuition reimbursement

Professional development resources

Job summary

TIAA in St. Louis, MO seeks a Wealth Management Advisor to build and deepen relationships with high-net-worth clients. You will act fiduciary, tailor financial strategies, and guide clients into retirement while collaborating with internal specialists.

You will drive growth by expanding existing relationships and delivering comprehensive wealth solutions, supported by TIAA's extensive products and services, with hybrid-flex work options.

Qualifications

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

Responsibilities

• Partner with clients to understand goals and deliver tailored financial strategies as a fiduciary.
• Serve as the primary financial contact, guiding clients through retirement.
• Grow practice by expanding relationships and leveraging wealth management capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations and client needs.

Skills

Client relationship management

Financial planning

Sales

Fiduciary duty

Communication

Tools

FINRA Series 7

FINRA Series 63

FINRA Series 65/66

Life & Health Insurance License

Job description

TIAA in St. Louis, MO seeks a Wealth Management Advisor to build and deepen relationships with high-net-worth clients. You will act fiduciary, tailor financial strategies, and guide clients into retirement while collaborating with internal specialists.

You will drive growth by expanding existing relationships and delivering comprehensive wealth solutions, supported by TIAA's extensive products and services, with hybrid-flex work options.