# Wealth Management Client Relationship Manager - Guided Advice

Hiring organization: [Nuveen](https://career.thegoodapps.co/organizations/nuveen)

Canonical page: https://career.thegoodapps.co/jobs/3a59ba16-0b63-4672-813b-3620d80b792c

Listed on Nuveen's own careers site. Applications go to them directly.

- Employment type: full time
- Seniority: Mid
- Salary: 62500 – 87500 USD per year

## Summary

This wealth management role supports high-net-worth clients by coordinating financial advisory teams, implementing investment plans, and identifying asset consolidation opportunities. It suits someone with financial services experience who can manage client relationships, lead team operations, and help clients execute their wealth strategies.

_Our summary, not Nuveen's wording._

## Skills named

Business Development, Practice Management, Retirement Planning, Wealth Management

## Required

- 2+ years of financial services experience
- Series 7 and Series 66 (or Series 63 and Series 65) licenses
- Life and Health Insurance License obtained within 120 days of start

## Nice to have

- University degree
- 3+ years of financial services experience
- Series 7 and Series 66 licenses already completed
- Life and Health Insurance License already completed

Apply on Nuveen's site: https://tiaa.wd1.myworkdayjobs.com/en-US/Search/job/3965-Dallas-Parkway--Frisco-TX-75034/Wealth-Management-Client-Relationship-Manager_R260400312-2