Senior Wealth Management Advisor - Hybrid Work

Nuveen; State College (Centre County); Híbrido; USD 100.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid-flex work arrangements

Industry-leading retirement plan

Tuition reimbursement

Professional development resources

Descripción de la vacante

Nuveen in State College, PA 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 act as a fiduciary and deliver tailored financial strategies, guiding clients through retirement.

You will grow the practice by expanding relationships and leveraging TIAA's wealth management capabilities, collaborating with internal specialists, and maintaining client-first

Formación

• 5+ years managing a book of business with affluent clients.
• Strong investment knowledge and financial planning expertise.
• Excellent communication and relationship-building skills.

Responsabilidades

• Develop a high-quality wealth management practice by managing an established book of HW high-net-worth clients.
• Partner with clients to understand goals and deliver tailored financial strategies as a fiduciary.
• Serve as the primary financial contact, guiding clients through retirement and complex situations.
• Grow the practice by deepening relationships and leveraging TIAA's wealth management capabilities.

Conocimientos

Relationship management

Investment knowledge

Communication skills

Entrepreneurial mindset

Sales skills

Educación

FINRA Series 7 & 63

Life & Health Insurance License

CFP or CFA Level I

Descripción del empleo

Nuveen in State College, PA 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 act as a fiduciary and deliver tailored financial strategies, guiding clients through retirement.

You will grow the practice by expanding relationships and leveraging TIAA's wealth management capabilities, collaborating with internal specialists, and maintaining client-first