Wealth Advisor: Personalized Financial Plans & Growth

Nuveen; Washington (NJ); On-site; USD 80,000 - 95,000; Full time

Job summary

TIAA/Nuveen seeks a Wealth Advisor to partner with clients, assess financial goals, and craft customized financial plans. The role emphasizes team collaboration to grow a book of business through referrals and strategic investment recommendations.

Required: 3+ years in financial services, Series 7/63/65 (or 66) within 120 days, university degree preferred. Competitive base salary with an incentive program; in-office environment and strong client focus.

Qualifications

• University (Degree) preferred.
• 3+ years financial services experience required; 5+ years preferred.
• Series 7, 63 and 65 (or 66) completed within 120 days of start date.

Responsibilities

• Manages time and resources efficiently.
• Develops and implements strategic plans with client challenges.
• Tailors investment strategies to client objectives and constraints.
• Reviews client information and financial data.
• Grows book of business through referrals and value-add services.
• Performs investment research to provide up-to-date guidance.
• Meets or exceeds annual sales targets as part of a team.

Skills

Business Development

Client Relationships

Collaboration

Consultative Communication

Continuous Improvement

Practice Management

Prioritization

Retirement Planning

Sales

Wealth Management

Wealth Due Diligence

TIAA Products/Services

Education

Bachelor's degree

Tools

Series 7

Series 63

Series 65/66

Job description

TIAA/Nuveen seeks a Wealth Advisor to partner with clients, assess financial goals, and craft customized financial plans. The role emphasizes team collaboration to grow a book of business through referrals and strategic investment recommendations.

Required: 3+ years in financial services, Series 7/63/65 (or 66) within 120 days, university degree preferred. Competitive base salary with an incentive program; in-office environment and strong client focus.