$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, 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. The full posting is on their site.
Skills this role names
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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
- 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