# Wealth Management Advisor - San Antonio, TX

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

Canonical page: https://career.thegoodapps.co/jobs/8e7c4e8a-fe57-4b3a-8723-fb6824b71358

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

- Employment type: full time
- Seniority: Mid
- Location: San Antonio, TX
- Salary: 100000 – 110000 USD per year

## Summary

This role involves partnering with affluent clients to understand their financial goals, analyze their situations, and recommend tailored wealth management solutions. It suits experienced advisors who excel at relationship-building, have a track record managing client portfolios, and are motivated by helping others achieve their financial objectives.

_Our summary, not Nuveen's wording._

## Skills named

Business Development, Financial Planning, Practice Management, Retirement Planning

## Required

- 5+ years personal accountability and managing a book of business or equivalent
- 5+ years building long-lasting relationships with affluent clients or equivalent
- FINRA Series 7, Series 63, Series 65, and Series 66 registrations
- Life and Health Insurance License for resident state with multiple issuers
- Obtain all licenses within 120 days of start date

## Nice to have

- University degree
- Certified Financial Planner (CFP) certification
- Chartered Financial Analyst Level I certification (TIAA covers cost and increases base salary upon completion)

Apply on Nuveen's site: https://tiaa.wd1.myworkdayjobs.com/en-US/Search/job/San-Antonio-TX-USA/Wealth-Management-Advisor---San-Antonio--TX_R250700253-2