# Wealth Management Advisor (Melville, NY)

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

Canonical page: https://career.thegoodapps.co/jobs/4357b2d0-8d56-4bb5-bf99-a33bf3b1bf47

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

- Employment type: full time
- Seniority: Mid
- Location: Melville, NY
- Salary: 100000 – 110000 USD per year

## Summary

This role involves building and managing a wealth management practice for high-net-worth clients at TIAA, guiding them through financial planning and retirement decisions while acting as their primary financial advisor. It suits experienced advisors who excel at relationship-building, can work independently with accountability, and want to grow a book of business with support from comprehensive wealth management capabilities.

_Our summary, not Nuveen's wording._

## Skills named

Business Development, Financial Planning, Practice Management, Retirement Planning, Sales

## Required

- 5+ years managing a book of business with affluent clients
- Deep knowledge of investment solutions and financial planning
- FINRA Series 7 and Series 63 licenses
- Series 65 or Series 66 license
- Life and Health Insurance License obtainable within 120 days of start
- Fiduciary commitment and client-focused approach
- Strong relationship-building and interpersonal skills

## Nice to have

- Life and Health Insurance License for resident state with multiple issuers
- Certified Financial Planner (CFP) designation
- Chartered Financial Analyst (CFA) Level I certification

Apply on Nuveen's site: https://tiaa.wd1.myworkdayjobs.com/en-US/Search/job/Melville-NY---58-South-Service-Road/Wealth-Management-Advisor--Melville--NY-_R260500349-2