Wealth Advisor for High-Net-Worth Clients | Hybrid Role

Nuveen; Champaign (IL); Híbrido; USD 100.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid-flex work arrangements

Tuition reimbursement

Top-tier retirement plan

Robust professional development

Descripción de la vacante

Nuveen seeks a Wealth Management Advisor in Champaign, IL, to grow and manage a high-net-worth client book. You will serve as the primary contact, delivering tailored financial strategies and fiduciary guidance while expanding relationships and leveraging TIAA's wealth capabilities.

You will work in a hybrid-flex environment, requiring FINRA licensing within 120 days and appropriate life/health licenses. Base salary ranges from $100,000 to $110,000 per year, with additional incentive

Formación

• 5+ years of experience managing a book of business with affluent clients.
• Licenses: FINRA Series 7/63; Series 65 or 66; Life and Health Insurance licensed within 120 days.

Responsabilidades

• Develop and deepen relationships with an established book of high-net-worth clients.
• Act as fiduciary and deliver tailored financial strategies.
• Collaborate with internal specialists to provide comprehensive wealth management solutions.

Conocimientos

Business Development

Client Relationships

Collaboration

Consultative Communication

Retirement Planning

Sales

Wealth Management

Educación

FINRA Series 7 & 63; Series 65 or 66

Life and Health Insurance License

CFP or CFA Level I

Descripción del empleo

Nuveen seeks a Wealth Management Advisor in Champaign, IL, to grow and manage a high-net-worth client book. You will serve as the primary contact, delivering tailored financial strategies and fiduciary guidance while expanding relationships and leveraging TIAA's wealth capabilities.

You will work in a hybrid-flex environment, requiring FINRA licensing within 120 days and appropriate life/health licenses. Base salary ranges from $100,000 to $110,000 per year, with additional incentive