Senior Wealth Advisor — Hybrid, High-Impact Practice

Nuveen; Waltham, Northern (MA, KY); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Top-tier retirement plan

Tuition reimbursement

Hybrid-flex work arrangements

Professional development resources

Job summary

TIAA, in collaboration with Nuveen, is seeking an experienced financial advisor to manage a book of affluent clients in a hybrid, US-based role.

You will apply deep knowledge of investment solutions and financial planning, obtain required licenses within 120 days, and drive growth through trusted relationships while enjoying a comprehensive benefits package and strong promotional opportunities.

Qualifications

• 5+ years managing a book of business with affluent clients.
• Strong knowledge of investment solutions and financial planning.
• Excellent interpersonal and relationship-building skills.
• Licensing requirements must be obtained within 120 days of start.
• CFP or CFA Level I strongly preferred; company offers sponsorship.

Responsibilities

• Build and manage a personal book of business with affluent clients.
• Sell TIAA/Nuveen financial products and services to clients.
• Develop client relationships with trust and integrity.
• Collaborate with internal partners to deliver holistic planning.
• Grow practice to unlock promotions and compensation enhancements.

Skills

Relationship management

Investment knowledge

Communication skills

Autonomy and accountability

FINRA Series 7

FINRA Series 63

FINRA Series 65/66

Life & Health License

CFP or CFA Level I

Job description

TIAA, in collaboration with Nuveen, is seeking an experienced financial advisor to manage a book of affluent clients in a hybrid, US-based role.

You will apply deep knowledge of investment solutions and financial planning, obtain required licenses within 120 days, and drive growth through trusted relationships while enjoying a comprehensive benefits package and strong promotional opportunities.