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Nuveen

Director, Wealth Management Coach- Glendale, CO

Nuveen

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 wealth management advisors to enhance their client service capabilities and practice performance. It suits experienced financial professionals who excel at mentoring, understand comprehensive financial planning, and can influence behavior change through collaborative leadership.

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 financial services or wealth management experience
  • FINRA Series 7, 63, 65, and 66 registrations
  • Life and Health Insurance License for resident state
  • Advanced knowledge of financial planning and client lifecycle management
  • Ability to coach and motivate client-facing advisors

Nice to have

  • 7+ years of experience
  • University degree

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