# Wealth Management Advisor - Spokane, WA

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

Canonical page: https://career.thegoodapps.co/jobs/97ea4489-7209-44a0-a010-fef8f9774fab

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

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

## Summary

This role involves building and managing a wealth management practice for high-net-worth clients, with a focus on retirement planning and comprehensive financial strategies. It suits experienced financial advisors who thrive on client relationships, enjoy entrepreneurial practice growth, and want to leverage a full suite of wealth management offerings.

_Our summary, not Nuveen's wording._

## Skills named

Financial Planning, Practice Management, Retirement Planning

## 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
- FINRA Series 65 or Series 66 license
- Life and Health Insurance License (must be obtained within 120 days of start)
- Fiduciary mindset and commitment to client best interests
- Ability to work with autonomy and accountability

## Nice to have

- Life and Health Insurance License for multiple issuers in resident state
- Certified Financial Planner (CFP) certification
- Chartered Financial Analyst (CFA) Level I designation
- TIAA will cover CFP or CFA cost and increase base salary upon completion

Apply on Nuveen's site: https://tiaa.wd1.myworkdayjobs.com/en-US/Search/job/Spokane-WA---601-W-1st-Avenue-ES/Wealth-Management-Advisor---Spokane--WA_R260800009-2