Wealth Management Advisor - Minneapolis, MN

Nuveen; Minneapolis (MN); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Retirement program

Health & wellness

Work-life balance

Job summary

Nuveen Wealth Management is seeking an experienced Wealth Management Advisor in Minneapolis to partner with affluent clients, deepen relationships, and grow practices through referrals.

The role requires 5+ years in wealth advisory, FINRA licenses, and a Life/Health license, with CFP/CFA preferred. A base salary of $100k–$110k plus incentives and comprehensive benefits are offered.

Qualifications

• University degree (preferred).
• Minimum 5 years of experience managing a book of business or building long‑lasting relationships with affluent clients.
• FINRA Series 7, Series 63, Series 65, or Series 66 registration.
• Life and Health Insurance License in the resident state.
• CFP or CFA Level I (preferred).
• Tuition support for CFP or CFA certification with a base salary increase upon completion.
• Physical ability to perform sedentary office work.

Responsibilities

• Partner with affluent clients to identify financial goals and develop recommendations.
• Communicate complex financial solutions with strong interpersonal skills.
• Build long‑lasting relationships and implement appropriate financial solutions.
• Obtain all required licenses within 120 days of start date.

Skills

Business Development

Client Relationship Management

Consultative Communication

Strategy & Practice Management

Retirement Planning

Sales & Product Knowledge

Wealth Due Diligence

Education

University degree

Tools

Financial Planning Tools

Job description

Wealth Management Advisor

We are seeking an experienced Wealth Management Advisor to partner with affluent clients, deepen relationships, and grow practices through referrals.

Key Responsibilities

• Partner with affluent clients to identify financial goals, analyze their financial landscape, and develop recommendations that help them achieve well‑defined objectives.
• Communicate complex financial solutions with strong interpersonal and relationship‑building skills.
• Build meaningful, long‑lasting relationships and implement appropriate financial solutions.
• Obtain all required licenses within 120 days of the start date.

Qualifications and Licenses

• University degree (preferred).
• Minimum 5 years of experience managing a book of business or building long‑lasting relationships with affluent clients.
• FINRA Series 7, Series 63, Series 65, or Series 66 registration.
• Life and Health Insurance License in the resident state.
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) LevelI (preferred).
• Will support tuition for CFP or CFA certification with a base salary increase upon completion.
• Physical ability to perform sedentary office work.

Desired Skills

• Business Development & Client Relationship Management
• Collaboration & Consultative Communication
• Continuous Improvement Mindset & Practice Management Strategy
• Prioritization & Retirement Planning
• Sales & TIAA Product acumen
• Wealth Due Diligence & Wealth Management

Compensation and Benefits

Base Salary: $100,000/yr – $110,000/yr (may vary by experience, role, and location)

Additional compensation may include incentive programs tied to performance.

Benefits: Comprehensive retirement program, competitive health, wellness, and work‑life offerings.

Posting End Date: 2026‑08‑31

Equal Opportunity Statement

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.