Senior Wealth Management Advisor for High-Net-Worth Clients

Nuveen; Champaign (IL); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Hybrid‑flex work arrangements

Tuition reimbursement

Professional development resources

Job summary

Nuveen is seeking a Wealth Management Advisor to develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will partner with clients to understand goals and deliver tailored financial strategies, always acting as a fiduciary.

You\'ll be the primary financial contact, guiding clients through retirement and beyond, while proactively growing the practice by expanding relationships and leveraging TIAA\\'s full

Qualifications

• 5+ years managing a book of business for affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Exceptional people skills; build trust and act in clients\' best interests.
• Licenses: FINRA Series7 & 63; Series65 or 66; Life & Health Insurance licenses within 120 days.

Responsibilities

• Partner with clients to understand goals and deliver tailored financial strategies.
• Serve as the primary financial contact, guiding clients through retirement and complex situations.
• Grow the practice by expanding relationships and leveraging TIAA\'s wealth management capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations.
• Bring entrepreneurial, client-centric approach to practice growth.

Skills

Book of business

Relationship management

Investment knowledge

Financial planning

Communication

Autonomy

FINRA Series7/63

Life & Health Insurance license

CFP or CFA Level I

Multiple issuers

Education

CFP or CFA Level I

FINRA licensing requirements

Job description

Nuveen is seeking a Wealth Management Advisor to develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will partner with clients to understand goals and deliver tailored financial strategies, always acting as a fiduciary.

You\'ll be the primary financial contact, guiding clients through retirement and beyond, while proactively growing the practice by expanding relationships and leveraging TIAA\\'s full