Wealth Management Coach: Elevate Advisor Impact

Nuveen; Glendale (CO); On-site; USD 155,000 - 167,000; Full time

Job summary

Nuveen is seeking a Wealth Management Coach to guide client-facing associates in delivering comprehensive financial planning and advice aligned with client objectives. The role involves coaching, collaboration with leaders, and education on TIAA/Nuveen solutions within the client engagement framework.

The position emphasizes relationship building, coaching plan development, and active participation in client seminars to drive sales excellence and practice management across wealth advisors.

Qualifications

• 5+ years in wealth management coaching or advisory roles.
• FINRA registrations: Series 7, 63, 65, 66 and Life/Health Insurance License (Resident States).
• University degree or equivalent required; advanced certifications a plus.
• Strong coaching, communication, and client engagement skills.

Responsibilities

• Build and maintain close relationships with client facing Wealth Management associates.
• Coach and motivate associates to meet client goals and share best practices.
• Develop coaching plans with leaders to influence client-centric sales behaviors.
• Educate on TIAA's solutions and tools within the Client Engagement Model.
• Participate as a keynote speaker at client seminars and join client meetings as needed.
• Serve as a subject matter expert in financial planning concepts and lifecycle management.

Skills

Business Development

Client Relationship Management

Collaboration

Consultative Communication

Continuous Improvement

Due Diligence

Practice Management

Prioritization

Quantitative Analysis

Retirement Planning

Sales

Product Knowledge

Wealth Management

Education

University degree preferred

Job description

Nuveen is seeking a Wealth Management Coach to guide client-facing associates in delivering comprehensive financial planning and advice aligned with client objectives. The role involves coaching, collaboration with leaders, and education on TIAA/Nuveen solutions within the client engagement framework.

The position emphasizes relationship building, coaching plan development, and active participation in client seminars to drive sales excellence and practice management across wealth advisors.