Wealth Management Advisor (Cambridge, MA)

Nuveen; Cambridge (MA); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Hybrid work arrangements

Job summary

Nuveen is seeking a Wealth Management Advisor to build a high-quality practice by serving affluent clients with fiduciary financial strategies. You will partner with clients, understand goals, and guide them through retirement, while leveraging TIAA's comprehensive wealth-management capabilities.

You will proactively grow your book, collaborate with internal specialists, and deliver tailored recommendations.

Qualifications

• Required: 5+ years managing a book of business with affluent clients.
• Deep knowledge of investment solutions and financial planning.
• Excellent people skills; act in clients' best interests.

Responsibilities

• Partner with clients to understand goals and deliver tailored financial strategies.
• Serve as primary financial contact and fiduciary; guide clients through retirement.
• Grow your practice by expanding relationships and leveraging TIAA's capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations.

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

Education

FINRA Series 7 & 63

Series 65 or 66

Life and Health Insurance License

Certified Financial Planner (CFP) or CFA Level I

Job description

Rooted in Mission. Powered by Your Practice.As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interestsServe as the primary financial contact, navigating complex situations and guiding clients through and into retirementProactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilitiesCollaborate with internal specialists to deliver comprehensive recommendations and anticipate client needsBring a thoughtful, creative, and entrepreneurial approach to practice growth — always centered on what's best for your clientsThe Experience You BringRequired:5+ years of experience managing a book of business and building long-lasting relationships with affluent clientsDeep knowledge of investment solutions and financial planningExceptional people skills - engage clients with authenticity, build trust naturally, and always act in their best interestsSolutions-oriented mindset with the drive to make a meaningful difference in clients' financial livesThrives with both autonomy and accountabilityFINRA Series 7 and Series 63; Series 65 or 66Life and Health Insurance License — all licenses must be obtained within 120 days of start datePreferred:Life and Health Insurance License (Resident State) Multiple Issuers requiredCertified Financial Planner (CFP) or Chartered Financial Analyst (CFA) Level I. If you do not currently hold either designation, TIAA will cover the cost of obtaining one and increase your base salary upon successful completionRewarding the Practice You BuildThis is a sales role — in addition to base salary, you are eligible for a competitive variable compensation package tied to your book of business, sales performance, and key performance metrics. Your total compensation extends well beyond base salary and grows as your practice grows. As you continue to build and expand your practice, you'll have the opportunity for promotion that can unlock additional compensation enhancements along the way.TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources — because taking care of our people is just as important as taking care of our clients.Related SkillsBusiness 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 ManagementAnticipated Posting End Date:2026-10-31Base Pay Range: $100,000/yr - $110,000/yrActual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans)._____________________________________________________________________________________________________Company OverviewEvery worker deserves a secure retirement. For more than 100 years, TIAA has delivered it for millions of people. Founded to help educators retire with dignity, today weʼre a market-leading retirement company fueled by world-class asset management. But weʼre not just another legacy financial services firm. Weʼre fighting harder than ever before for our clients and the many Americans who need us.Our Culture of ImpactAt TIAA, we're on a mission to build on our 100+ year legacy of delivering for our clients while evolving to meet tomorrow's challenges. We equip our associates with future-focused skills and AI tools that enable us to advance our mission. Together, we are fighting to ensure a more secure financial future for all and for generations to come. We are guided by our values: Champion Our People, Be Client Obsessed, Lead with Integrity, Own It, and Win As One. They influence every decision we make and how we work together to serve our clients every day. We thrive in a collaborative in-office environment where teams work across organizational boundaries with shared purpose, accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and Nuveen's entrepreneurial spirit, where we work hard and work together to create lasting impact. Here, every associate can grow through meaningful learning experiences and development pathways—because when our people succeed, our impact on clients' lives grows stronger.Benefits and Total RewardsThe organization is committed to making financial well-being possible for its clients, and is equally committed to the well-being of our associates. That’s why we offer a comprehensive Total Rewards package designed to make a positive difference in the lives of our associates and their loved ones. Our benefits include a superior retirement program and highly competitive health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being. To learn more about your benefits, please review our Benefits Summary .Equal OpportunityWe are an Equal Opportunity Employer. TIAA does not discriminate against any candidate or employee on the basis of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.Our full EEO & Non-Discrimination statement is on our careers home page , and you can read more about your rights and view government notices.Accessibility SupportTIAA offers support for those who need assistance with our online application process to provide an equal employment opportunity to all job seekers, including individuals with disabilities.If you are a U.S. applicant and desire a reasonable accommodation to complete a job application please use one of the below options to contact our accessibility support team:Phone: [phone]Email: [e-mail] and Smoking PolicyTIAA maintains a drug-free and smoke/free workplace.