Senior Wealth Planning Advisor

Nuveen; Boston, Northern (MA, KY); Hybrid; USD 84,000 - 110,000; Full time

Benefits offered by this job

Total Rewards

Job summary

Nuveen seeks a Financial Planning Advisor in Boston to grow a high-net-worth client book, tailor investment plans, and deliver holistic wealth guidance. You will work with a team to identify client goals, assess financial landscapes, and develop customized plans while driving referrals and asset growth.

The role requires 3+ years in wealth management, with 5+ preferred, and FINRA licenses to be obtained within 120 days of start. Competitive base salary with incentive potential.

Qualifications

• University degree preferred.
• 3+ years of financial planning/wealth management experience; 5+ preferred.
• FINRA registrations required within 120 days: Series 7, 63, 65, 66.

Responsibilities

• Manage and grow relationships with high-net-worth clients across products and services.
• Develop strategic/tactical plans to grow book of business and assets.
• Tailor investment strategies considering liquidity, tax, and regulatory issues.
• Collaborate with team to achieve annual sales targets; generate referrals.
• Conduct investment research and provide up-to-date guidance to clients.
• Position for first-call status for retirement planning needs.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Wealth Management

Retirement Planning Selling

Sales

Wealth Due Diligence

Education

University Degree Preferred

3+ Years Experience Required

5+ Years Preferred

FINRA Licenses Series 7/63/65/66

Job description

Nuveen seeks a Financial Planning Advisor in Boston to grow a high-net-worth client book, tailor investment plans, and deliver holistic wealth guidance. You will work with a team to identify client goals, assess financial landscapes, and develop customized plans while driving referrals and asset growth.

The role requires 3+ years in wealth management, with 5+ preferred, and FINRA licenses to be obtained within 120 days of start. Competitive base salary with incentive potential.