$100,000 – $110,000
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 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. 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 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