Senior Wealth Advisor: Growth & Financial Planning

Nuveen; Frisco (TX); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

Retirement program

Health and wellness benefits

Work-life offerings

Job summary

Nuveen in Frisco, Texas is seeking a Wealth Advisor to partner with clients in identifying their financial goals and developing customized investment strategies. The role requires managing a book of business and collaborating with a team to provide financial guidance.

The ideal candidate will have 3+ years of financial services experience, FINRA registrations, and a strong ability to build client relationships. The position offers a competitive salary and comprehensive benefits.

Qualifications

• 3+ years of financial services experience required.
• Series 7, 63 and 65 (or 66) must be completed within 120 days of start date.
• 5+ years of financial services experience preferred.

Responsibilities

• Manage time and resources efficiently.
• Develop and implement strategic and tactical plans.
• Tailor investment strategies for clients based on individual needs.

Skills

Business Development

Client Relationship Management

Consultative Communication

Retirement Planning

Education

University Degree preferred

Tools

FINRA Series 7

FINRA Series 63

FINRA Series 65

FINRA Series 66

Job description

Nuveen in Frisco, Texas is seeking a Wealth Advisor to partner with clients in identifying their financial goals and developing customized investment strategies. The role requires managing a book of business and collaborating with a team to provide financial guidance.

The ideal candidate will have 3+ years of financial services experience, FINRA registrations, and a strong ability to build client relationships. The position offers a competitive salary and comprehensive benefits.