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

Nuveen; Melville (NY); Híbrido; USD 100.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Top-tier retirement plan

Tuition reimbursement

Hybrid-flex work arrangements

Professional development resources

Descripción de la vacante

Nuveen is seeking a Wealth Management Advisor in Melville, NY to develop a high-quality wealth management practice by managing relationships with an established book of high-net-worth clients. You will partner with clients to understand goals and deliver tailored financial strategies while acting as a fiduciary.

You will work with internal specialists to provide comprehensive recommendations, grow the practice, and advance toward promotion.

Formación

• 5+ years of experience managing a book of business for affluent clients.
• Deep knowledge of investment solutions and financial planning.
• FINRA Series 7 and Series 63; Series 65 or 66.
• Life and Health Insurance License — obtained within 120 days of start date.
• Preferred: CFP or CFA Level I; company may assist with designation.

Responsabilidades

• Develop a high-quality wealth management practice by deepening client relationships.
• Partner with clients to understand goals and deliver tailored strategies as a fiduciary.
• Serve as the primary financial contact, guiding clients through retirement planning.
• Grow the practice by expanding relationships and leveraging TIAA's capabilities.
• Collaborate with internal specialists to deliver comprehensive recommendations.

Conocimientos

Business Development

Client Relationships

Collaboration

Consultative Communication

Continuous Improvement

Practice Management

Retirement Planning

Sales

Wealth Management

Wealth Due Diligence

TIAA Products/Services

Descripción del empleo

Nuveen is seeking a Wealth Management Advisor in Melville, NY to develop a high-quality wealth management practice by managing relationships with an established book of high-net-worth clients. You will partner with clients to understand goals and deliver tailored financial strategies while acting as a fiduciary.

You will work with internal specialists to provide comprehensive recommendations, grow the practice, and advance toward promotion.