Senior Wealth Advisor for High-Net-Worth Clients – Hybrid

Nuveen; Waltham (MA); Hybrid; USD 100.000 - 110.000; Vollzeit

Benefits dieser Stelle

Hybrid work arrangements

Zusammenfassung

Nuveen, in partnership with TIAA in Waltham, seeks a Wealth Management Advisor to deepen client relationships, deliver tailored financial strategies, and act as a fiduciary. You will be the primary contact, guiding clients toward retirement while growing the practice and coordinating with internal specialists.

The role offers hybrid-flex work arrangements, access to TIAA’s wealth-management capabilities, and a compensation package with base salary plus performance incentives.

Qualifikationen

• 5+ years of experience managing a book of business and building long-lasting relationships with affluent clients.

Aufgaben

• Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests.

Kenntnisse

Relationship management

Financial planning

Prospecting

Client onboarding

Fiduciary duty

Communication

Ausbildung

FINRA Series 7

FINRA Series 63

Series 65 or 66

Life and Health Insurance License

CFP or CFA Level I

Jobbeschreibung

Nuveen, in partnership with TIAA in Waltham, seeks a Wealth Management Advisor to deepen client relationships, deliver tailored financial strategies, and act as a fiduciary. You will be the primary contact, guiding clients toward retirement while growing the practice and coordinating with internal specialists.

The role offers hybrid-flex work arrangements, access to TIAA’s wealth-management capabilities, and a compensation package with base salary plus performance incentives.