Senior Wealth Advisor for High-Net-Worth Clients

Nuveen; Boght Corners (NY); On-site; USD 100,000 - 110,000; Full time

Job summary

TIAA and Nuveen seek a Wealth Management Advisor to develop a high-quality practice by managing an established book of high-net-worth clients in the New York region.

You will partner with clients to understand goals and deliver tailored financial strategies, always acting as a fiduciary. You’ll proactively grow the practice by expanding relationships and leveraging TIAA's wealth management capabilities, collaborating with internal specialists.

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 naturally, and always act in their best interests
• Solutions-oriented mindset with the drive to make a meaningful difference in clients' financial lives
• Thrives with both 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

• Develop a high-quality wealth management practice by managing an established book of high-net-worth clients.
• Partner with clients to understand goals and deliver tailored financial strategies, always acting as a fiduciary.
• Serve as the primary financial contact, navigating complex situations and guiding clients through 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.

Skills

Book of business

Affluent client relations

Investment solutions

Financial planning

Fiduciary mindset

Series 7/63/65/66

Insurance license

Job description

TIAA and Nuveen seek a Wealth Management Advisor to develop a high-quality practice by managing an established book of high-net-worth clients in the New York region.

You will partner with clients to understand goals and deliver tailored financial strategies, always acting as a fiduciary. You’ll proactively grow the practice by expanding relationships and leveraging TIAA's wealth management capabilities, collaborating with internal specialists.