Wealth Management Advisor: Build Affluent Relationships

Nuveen; Coralville (IA); On-site; USD 66,000 - 73,000; Full time

Job summary

Nuveen is seeking a Wealth Management Advisor who partners with affluent clients to identify financial goals, analyze their landscape and develop tailored recommendations to meet defined objectives.

You will communicate complex investment solutions, build lasting relationships, and implement financial plans while meeting licensing requirements within 120 days. The role offers base pay with competitive variable compensation and a path to growth.

Qualifications

• 5+ years in a role with personal accountability and managing a book of business

Responsibilities

• Identify financial goals and analyze client landscape to develop recommendations
• Communicate complex investment solutions and build long-lasting client relationships
• Implement tailored financial plans and ensure licenses are obtained within 120 days

Skills

Client relationship management

Business development

Consultative communication

Retirement planning

Sales

Wealth management

Education

FINRA Series 7/63/65/66 registrations

Life and Health Insurance License

Certified Financial Planner (CFP)

Chartered Financial Analyst Level I

Job description

Nuveen is seeking a Wealth Management Advisor who partners with affluent clients to identify financial goals, analyze their landscape and develop tailored recommendations to meet defined objectives.

You will communicate complex investment solutions, build lasting relationships, and implement financial plans while meeting licensing requirements within 120 days. The role offers base pay with competitive variable compensation and a path to growth.