Senior Wealth Planning Advisor

Nuveen; Chicago (IL); Hybrid; USD 84,000 - 110,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Nuveen is seeking a Financial Planning Advisor in Chicago, IL to partner with an Executive Wealth Management Advisor, analyze client financials, and develop tailored plans. You will manage high-net-worth relationships, drive referrals, and contribute to asset growth within a collaborative team.

The role requires 3+ years in wealth management or financial planning, FINRA licenses or ability to obtain within 120 days, and a bachelor’s degree in a related field.

Qualifications

• Minimum of 3 years of experience in wealth management, financial planning, or a related advisory role.
• FINRA Series 7 and 66 (or a combination of Series 63 & 65), or ability to obtain all required licenses within 120 days of start date.

Responsibilities

• Manages and grows relationships with high-net-worth clients across products and services.
• Develops and implements strategic plans with client challenges in mind.
• Tailors investment strategies considering objectives, liquidity, and tax aspects.
• Reviews client financials, risk profiles, and cash needs.
• Collaborates with team to grow book through referrals and cross-sell.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement Mindset

Practice Management Strategy

Prioritizes Effectively

Retirement Planning Selling

Sales

TIAA Products/Services Acumen

Wealth Due Diligence

Wealth Management

Education

Bachelor's degree in finance, economics, business administration, or a related field

Tools

FINRA Series 7

FINRA Series 63

FINRA Series 65

FINRA Series 66

Job description

Nuveen is seeking a Financial Planning Advisor in Chicago, IL to partner with an Executive Wealth Management Advisor, analyze client financials, and develop tailored plans. You will manage high-net-worth relationships, drive referrals, and contribute to asset growth within a collaborative team.

The role requires 3+ years in wealth management or financial planning, FINRA licenses or ability to obtain within 120 days, and a bachelor’s degree in a related field.