Wealth Management Advisor - Hybrid, High-Net-Worth Clients

Nuveen; Metairie (LA); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Hybrid work arrangements

Top-tier retirement plan

Tuition reimbursement

Job summary

Nuveen in Metairie, LA is seeking a Wealth Management Advisor to develop a high-quality practice by managing and deepening relationships with an established book of high-net-worth clients. You will serve as the primary financial contact, delivering tailored strategies and guiding clients toward retirement.

You will collaborate with internal specialists to provide comprehensive recommendations and grow your practice through new relationships, with autonomy and accountability in a supportive,

Qualifications

• 5+ years of experience managing a book of business with affluent clients.
• FINRA Series 7 and Series 63; Series 65 or 66.
• Licenses must be obtained within 120 days of start date.

Responsibilities

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

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement Mindset

Wealth Management

Sales

Wealth Due Diligence

Practice Management

Education

CFP

CFA Level I

Tools

FINRA Series 7

FINRA Series 63

Life and Health Insurance License

Job description

Nuveen in Metairie, LA is seeking a Wealth Management Advisor to develop a high-quality practice by managing and deepening relationships with an established book of high-net-worth clients. You will serve as the primary financial contact, delivering tailored strategies and guiding clients toward retirement.

You will collaborate with internal specialists to provide comprehensive recommendations and grow your practice through new relationships, with autonomy and accountability in a supportive,