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Nuveen

Director, Wealth Management Coach-New York, NY

Nuveen

full time · Management

$155,000 – $167,000

Listed on Nuveen’s own careers site. You apply with them directly — we never stand between you and the employer.

What this role is

This role coaches and develops financial advisors at a major retirement services company, focusing on building their skills in comprehensive wealth planning and client engagement. It suits someone with substantial experience in financial advisory, strong coaching abilities, and deep knowledge of retirement and wealth management products who wants to influence practice across a large organization.

Our summary, not Nuveen’s wording. The full posting is on their site.

Skills this role names

Log in to see which of these are already on your profile.

What they ask for

Required

  • 5+ years of experience in wealth management or financial advisory
  • FINRA Series 7, Series 63, Series 65, and Series 66 licenses
  • Life and Health Insurance License for resident state

Nice to have

  • 7+ years of experience
  • University degree

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