Senior Wealth Advisor - Hybrid-Flex for HNW Clients

Nuveen; Cambridge (MA); Hybrid; USD 100,000 - 110,000; Full time

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 Cambridge, MA to build and manage a high-quality wealth management practice for an established book of high-net-worth clients. You will partner with clients to understand goals and deliver tailored financial strategies as their fiduciary, serving as the primary financial contact and guiding clients through retirement.

You will proactively grow the practice by expanding relationships and leveraging TIAA's wealth management capabilities,

Qualifications

• 5+ years managing a book of affluent clients.
• Deep knowledge of investment solutions and financial planning.
• FINRA Series 7 and 63; Series 65 or 66.
• Life and Health Insurance License to be obtained within 120 days of start.

Responsibilities

• Develop and manage a high-quality wealth management practice for an established client base.
• Partner with clients to understand goals and deliver tailored financial strategies as fiduciary.
• Serve as primary financial contact, guiding clients through retirement and complex situations.
• Collaborate with internal specialists to deliver comprehensive recommendations.

Skills

Relationship management

Financial planning

Client communication

Sales

Education

CFP or CFA Level I

Job description

Nuveen is seeking a Wealth Management Advisor in Cambridge, MA to build and manage a high-quality wealth management practice for an established book of high-net-worth clients. You will partner with clients to understand goals and deliver tailored financial strategies as their fiduciary, serving as the primary financial contact and guiding clients through retirement.

You will proactively grow the practice by expanding relationships and leveraging TIAA's wealth management capabilities,