$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 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. The full posting is on their site.
Skills this role names
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What they ask for
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)