Senior Wealth Advisor – Hybrid, High-Net-Worth Growth

Nuveen; Pasadena (CA); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work arrangements

Tuition reimbursement

Retirement plan

Professional development resources

Job summary

Nuveen, Pasadena, CA, is seeking a Wealth Management Advisor to build and deepen relationships with high-net-worth clients. You will act as fiduciary, delivering tailored financial strategies and guiding clients toward retirement while expanding your practice.

You will partner with clients, collaborate with specialists, and leverage TIAA's wealth management capabilities to meet client needs. A strong licensing background and credentials support success in this role.

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.
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I is preferred; if not held, TIAA will cover the cost and boost base salary upon completion.

Responsibilities

• Partner with clients to understand their goals and deliver tailored financial strategies, acting fiduciary.
• Serve as the primary financial contact, guiding clients through retirement and complex situations.
• Proactively grow the practice by expanding relationships and leveraging TIAA's wealth management capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement Mindset

Practice Management Strategy

Retirement Planning Selling

Sales

TIAA Products/Services Acumen

Wealth Due Diligence

Wealth Management

Education

CFP or CFA Level I

FINRA Series 7 & 63; 65 or 66

Life and Health Insurance License

Tools

None

Job description

Nuveen, Pasadena, CA, is seeking a Wealth Management Advisor to build and deepen relationships with high-net-worth clients. You will act as fiduciary, delivering tailored financial strategies and guiding clients toward retirement while expanding your practice.

You will partner with clients, collaborate with specialists, and leverage TIAA's wealth management capabilities to meet client needs. A strong licensing background and credentials support success in this role.