$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, providing tailored financial strategies and retirement guidance while leveraging TIAA's full suite of offerings. It suits experienced financial advisors with a track record of managing substantial client relationships and the drive to grow a practice through consultative, client-centered service.
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 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 obtain within 120 days of start)
- Act as fiduciary in clients' best interests
- Exceptional relationship-building and interpersonal skills
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/CFA cost and increase base salary upon completion