Senior Wealth Advisor for High-Net-Worth Clients (Hybrid)

Nuveen

Stamford (CT)

Hybrid

USD 100,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Hybrid-flex work arrangements

Top-tier retirement plan

Tuition reimbursement

Professional development resources

Job summary

Nuveen is seeking a Wealth Management Advisor in Stamford, CT, to develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will serve as the primary financial contact, delivering tailored strategies and guiding clients through retirement while acting as a fiduciary in their best interests.

You will proactively grow the practice by expanding relationships, collaborating with internal specialists, and

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.
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 relationships with an established book of high-net-worth clients.
Partner with clients to understand goals and deliver tailored financial strategies while acting as fiduciary.
Grow the practice by expanding existing relationships and leveraging TIAA's wealth management capabilities.
Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs.