Wealth Advisor (Hybrid) for High-Net-Worth Growth

Nuveen; Melville (NY); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Hybrid work arrangements

Job summary

Nuveen in Melville, NY, seeks a Wealth Management Advisor to develop a high-quality wealth management practice for high-net-worth clients. You will partner with clients, understanding goals and delivering tailored financial strategies while acting as fiduciary.

You will be the primary financial contact, guiding clients through complex situations and retirement, leveraging internal specialists for comprehensive recommendations.

Qualifications

• 5+ years of experience managing a book of business with affluent clients.
• FINRA Series 7 and 63; Series 65 or 66.
• Life and Health Insurance License—all licenses must be obtained within 120 days of start date.
• CFP or CFA Level I is preferred; TIAA may cover cost and base salary increase upon completion.

Responsibilities

• Partner with clients to understand goals and deliver tailored financial strategies.
• Serve as primary financial contact, guiding clients through retirement.
• Grow practice by expanding relationships and leveraging TIAA's wealth management capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement Mindset

Practice Management

Retirement Planning

Sales

Wealth Management

Education

CFP Certification or CFA Level I

Series 7/63/65/66 Licenses

Job description

Nuveen in Melville, NY, seeks a Wealth Management Advisor to develop a high-quality wealth management practice for high-net-worth clients. You will partner with clients, understanding goals and delivering tailored financial strategies while acting as fiduciary.

You will be the primary financial contact, guiding clients through complex situations and retirement, leveraging internal specialists for comprehensive recommendations.