Wealth Advisor for Affluent Clients — Hybrid & Growth Ready

Nuveen; Providence (RI); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Top-tier retirement plan

Tuition reimbursement

Hybrid work arrangements

Professional development resources

Job summary

TIAA in Providence, RI seeks an experienced financial professional to grow a client book of affluent individuals, delivering retirement planning and wealth management guidance. You will drive relationship development, cross-sell investment solutions, and manage a portfolio with a consultative approach.

This is a sales-focused role with base pay $100,000–$110,000 plus variable incentives; hybrid-flex work arrangements and a comprehensive benefits package support long-term career growth and client

Qualifications

• 5+ years of experience managing a book of business and building 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 must be obtained within 120 days.
• Preferred: Life and Health Insurance License (Resident State).
• CFP or CFA Level I; if not held, company may sponsor and raise base salary on completion.

Responsibilities

• This is a sales role with base salary plus a competitive variable compensation tied to book of business and performance.
• Total compensation extends beyond base salary and grows as the practice expands.
• Promotions and additional compensation enhancements are possible as the practice grows.

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

Job description

TIAA in Providence, RI seeks an experienced financial professional to grow a client book of affluent individuals, delivering retirement planning and wealth management guidance. You will drive relationship development, cross-sell investment solutions, and manage a portfolio with a consultative approach.

This is a sales-focused role with base pay $100,000–$110,000 plus variable incentives; hybrid-flex work arrangements and a comprehensive benefits package support long-term career growth and client