Senior Wealth Advisor for Affluent Clients

Nuveen; Pittsburgh (Allegheny County); On-site; USD 66,000 - 73,000; Full time

Job summary

TIAA Wealth Management Advisor in Pittsburgh leverages a robust resource base to deepen client relationships and organically grow the practice. You will craft tailored financial recommendations for affluent clients and communicate complex investment strategies with clarity.

Role requires building lasting client partnerships, meeting regulatory licensing timelines, and driving growth with an entrepreneurial mindset while aligning with TIAA's values and total rewards ecosystem.

Qualifications

• University degree required.
• 5+ years building relationships with affluent clients or managing a book of business.
• Licenses: Series 7, 63, 65, 66; Life & Health License; CFP CFA preferred; if CFP/CFA not held, company may support obtaining.

Responsibilities

• Identify clients' financial goals and analyze their financial landscape to develop recommendations.
• Communicate complex financial solutions and build meaningful, long‑term client relationships.
• Ensure all required licenses are obtained within 120 days from start date.

Skills

Client needs discovery

Feedback culture

Cross-functional collaboration

Time management

Entrepreneurial mindset

Investment knowledge

Education

University degree

Job description

TIAA Wealth Management Advisor in Pittsburgh leverages a robust resource base to deepen client relationships and organically grow the practice. You will craft tailored financial recommendations for affluent clients and communicate complex investment strategies with clarity.

Role requires building lasting client partnerships, meeting regulatory licensing timelines, and driving growth with an entrepreneurial mindset while aligning with TIAA's values and total rewards ecosystem.