Wealth Management Advisor - Las Vegas, NV

Nuveen

Paradise (NV)

On-site

USD 100,000 - 110,000

Full time

8 days ago
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Job summary

TIAA/Nuveen is seeking a seasoned financial advisor in Paradise, NV to manage a book of affluent clients, deliver fiduciary guidance, and guide clients through retirement. Leverage TIAA's wealth management capabilities and collaborate with internal specialists for tailored strategies.

Role emphasizes autonomy, accountability, and growth with a competitive base and incentive compensation tied to performance.

Qualifications

  • 5+ years managing a book of business and building affluent client relationships.
  • Deep knowledge of investment solutions and financial planning.
  • Exceptional people skills and trust-building.
  • Solutions-oriented mindset with drive to impact clients' finances.
  • Able to work autonomously with accountability.
  • FINRA Series 7 and Series 63; Series 65 or 66.
  • Life and Health Insurance License to be obtained within 120 days.
  • CFP or CFA Level I (preferred; if not held, cost covered by employer).

Responsibilities

  • Partner with clients to understand goals and deliver tailored financial strategies.
  • Serve as primary financial contact and guide clients through retirement.
  • Grow your practice by expanding relationships using TIAA's wealth management capabilities.
  • Collaborate with internal specialists to deliver comprehensive recommendations.
  • Bring an entrepreneurial approach to practice growth with client-centric focus.

Skills

Book of business management
Affluent client relationships
Investment solutions knowledge
People skills
Autonomy and accountability
FINRA Series 7/63; Series 65 or 66
Life and Health Insurance License
CFP or CFA Level I (preferred)

Education

CFP or CFA Level I (preferred)

Tools

Life and Health Insurance License
FINRA licenses

Job description

You will:
  • Partner with clients to understand their goals and deliver tailored financial strategies, always acting as a fiduciary and in their best interests
  • Serve as the primary financial contact, navigating complex situations and guiding clients through and into retirement
  • Proactively grow your practice by expanding existing relationships and engaging TIAA's full wealth management capabilities
  • Collaborate with internal specialists to deliver comprehensive recommendations and anticipate client needs
  • Bring a thoughtful, creative, and entrepreneurial approach to practice growth — always centered on what's best for your clients
Required:
  • 5+ years of experience managing a book of business and building long-lasting relationships with affluent clients
  • Deep knowledge of investment solutions and financial planning
  • Exceptional people skills — engage clients with authenticity, build trust naturally, and always act in their best interests
  • Solutions-oriented mindset with the drive to make a meaningful difference in clients' financial lives
  • Thrives with both autonomy and accountability
  • FINRA Series 7 and Series 63; Series 65 or 66
  • Life and Health Insurance License — all licenses must be obtained within 120 days of start date
  • Preferred: Life and Health Insurance License (Resident State)
  • Multiple Issuers required Certified 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 completion
Rewarding the Practice You Build

This 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 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

Anticipated Posting End Date: 2026-11-30

Base Pay Range: $100,000/yr - $110,000/yr

Actual 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 Overview

Every 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 Impact

At 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 Rewards

The 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 your Benefits Summary.

Equal Opportunity

We 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 here.

Accessibility Support

TIAA 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: (800) 842-2755 Email: accessibility.support@tiaa.org

Drug and Smoking Policy

TIAA maintains a drug-free and smoke/free workplace.

ALERT - SCHRODERS EMPLOYEES ONLY

Roles advertised on this site are for Schroders employees only. If you are an employee of Schroders, you must apply to these roles using your work email address to be considered. Applying without a valid Schroders email address will result in your application being rejected. If you are an existing TIAA/Nuveen employee, please search for internal roles on the Internal Careers site. Not an Employee and looking for opportunities at TIAA/Nuveen? Visit TIAA/Nuveen Career Site to explore exciting roles open to external candidates.

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